I'm building at the intersection and writing about what I see
How individuals and companies should think about AI, why the cost of using it converges with the cost of electricity, and where the demand behind the cloud build-out has to show up.
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.
An analysis of the future international operating environment, considering current U.S. strategy, foresight research, and the transformative effects of AI and automation.
The marginal cost of AI inference converges on the price of electricity. Demand scales exponentially, the grid linearly, and China is building power faster.
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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