Amin Vahdat · Google
Free
The Watt Is the Denominator
Google will spend more than $200 billion on infrastructure this year. Amin Vahdat runs it, and he says chip specs are the wrong measure.
· 5 min read
Energy
Chase Lochmiller · Crusoe
Free
Build the AI Supermajor
Crusoe mined Bitcoin for years. Chase Lochmiller says the plan was always AI, and the mining taught him where the real shortage is.
· 4 min read
Zach Dell · Base Power
Free
The Grid Is Too Small
US power demand grew about 2% a year for two decades. Zach Dell expects it to approach 10%, and he's putting batteries in homes to meet it.
· 4 min read