Deep Dives
Grids, GPUs, and the physics of running intelligence at planetary scale.
Why the next bottleneck isn’t the model: it’s watts, wires, and who controls the stack. · Started Mar 2026 · 4 of 5 sections published
Why the next bottleneck isn’t the model: it’s watts, wires, and who controls the stack.
Vaclav Smil reveals why transitions take generations, why welfare saturates at 110 GJ, and why energy enables but never determines.
Vaclav Smil argues that land will determine how fast civilisation can decarbonise. A decade later, his framework explains why hyperscalers are buying nuclear plants.
Subran and Zimmer's climate ledger: Europe needs EUR 480 billion more per year, and AI capex now competes for the same capital pool.
From trust loops to deployment metabolism: how products actually reach the market.
How frontier tech earns trust in the field, and a simple map of the constraints that set deployment speed. · Started Oct 2025 · 3 of 3 sections published
How frontier tech earns trust in the field, and a simple map of the constraints that set deployment speed.
You need trust to deploy, but you need deployment to earn trust. How to resolve the circular dependency.
A framework for diagnosing your five deployment forces and understanding how constraints determine which strategic approaches can work.
