The New Map: Energy, Climate, and the Clash of Nations
My notes
Jun 12, 2026 Deep Dive 26 min
Five Maps and a Warning: Energy Geopolitics and the Realignment of Power
Yergin's cartographic method—shale, Malacca, path dependence—and why the AI race is an energy and supply-chain story.
Mar 18, 2026 Deep Dive 7 min
AI × Energy: Powering the AI Revolution
Watts, wires, and who controls the stack—not the headline model.
Oct 6, 2026 Deep Dive 14 min
Jevons Meets Jensen: Cheaper Intelligence and the Physical Clock of Energy
Why cheaper AI means more AI, why nuclear arrives too late for the first wave, and why bits can accelerate atoms without making them behave like bits.