Wow that was amazing, I learned a lot, 3 very interesting articles and then related to each other. You connected all the dots very well. I liked your 1st and 3rd the most because I didn't know much about cloud and datacenter.
These 3 for shure will play a very important role in the next decade(s)
Great conclusion, it all points to the semiconductor space, because that's where it starts.
Hey! Thought you might find my latest piece interesting since you write about AI data centers. A new Princeton study says enhanced geothermal could supply up to 20% of U.S. electricity by 2050, which could be huge for AI’s energy needs.
I profiled Tim Latimer, the founder making that a reality.
To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing poetic take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
Built to Be Left.
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
How will ±400V HVDC change the industry?
Awesome Eric, such a good overview, where does Astera Lab ($ALAB) sit in this ecosystem, or does it?
Wow that was amazing, I learned a lot, 3 very interesting articles and then related to each other. You connected all the dots very well. I liked your 1st and 3rd the most because I didn't know much about cloud and datacenter.
These 3 for shure will play a very important role in the next decade(s)
Great conclusion, it all points to the semiconductor space, because that's where it starts.
Best to keep an eye on all 3.
👏👏👏
Thanks Robin!
Hey! Thought you might find my latest piece interesting since you write about AI data centers. A new Princeton study says enhanced geothermal could supply up to 20% of U.S. electricity by 2050, which could be huge for AI’s energy needs.
I profiled Tim Latimer, the founder making that a reality.
https://impactbuilders.substack.com/p/the-most-overlooked-solution-to-ais
https://outlawedbyjp.substack.com/p/lawyers-for-data-centers-admit-they
I have one two - check out my primer at outlawedbyjp.substack.col for the truth.
Hello there,
Huge Respect for your work!
New here. No readers Yet.
But the work has waited long to be spoken.
Its truths have roots older than this platform.
My Sub-stack Purpose
To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing poetic take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
Built to Be Left.
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
It is the system’s operating principle”
Experience first. Return if it speaks to you.
- The Silent Treasury
https://tinyurl.com/48m97w5e
https://www.febspot.com/video/2531894
https://www.febspot.com/video/2531894
https://www.febspot.com/video/2531894
https://www.febspot.com/video/2531894
Great primer on data centers! Insightful breakdown of compute, networking, and storage markets.