ConceptJul 23, 2026 · 2 min read
The interconnection queue is the new moat
Grid connection rights, not chips or land, are becoming the scarce asset under the data center build-out.
EnergyReal EstateAI and Compute
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Deep ReportThird-party logisticsJul 30, 2026 · 5 min read
The quiet unbundling of the freight broker
Software is splitting the freight broker into pricing, matching, and trust, and only one of the three keeps its margin.
LogisticsAI and Compute
Read the reportLatest work
Full archiveConceptJul 16, 2026 · 2 min read
Inference moves onto the device
Small models running locally are about to reprice the unit economics of consumer AI.
AI and ComputeConsumer
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