Triple Tightrope Walk — How the AI Bubble Pops
Economic stability rests on three balances - frontier AI development against adoption, productivity against unemployment, and the datacenter buildout against local models.
AI, energy, and national success are one story
I'm building at the intersection and writing about what I see
Recent essays
View all essays →AI in Life, Work, and Energy — Perspectives on where AI is taking individuals, companies, and the grid
How individuals and companies should think about AI and why the cost of using it converges with the cost of electricity.
Red Sky at Night — Positioning for the Future
A national security strategy for an AI-driven future: wars won by production capacity, a National Economic Strategy, and energy as a new tool of national power.
Red Sky in the Morning — Predictions for the Future
An analysis of the future international operating environment, considering current U.S. strategy, foresight research, and the transformative effects of AI and automation.
About
I am an engineer by training, operator and investor by trade. I'm building flexible energy at Hungry Machines and sharing automation tools at Next Evolution. Here I write about AI, energy, and national success as they rapidly converge.
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