On powered land, data center resistance, and AI ... non-resistance
Technological revolutions require immense spending and vast losses
The potential for a gestalt flip as investors notice the obvious
The massive chip deal between the two and its implications
OCTOBER 05, 2025—GENERAL EDITION This is a weekly free look of our premium daily Four Ideas email. If you're not already a subscriber, sign up for a
AI lifts baseline performance in the same way better training ended .400 hitters in baseball
Powered data center shells only earn 85% margins in dreams
On Blackstone, a major data center financier, saying things are fine
