ai-infrastructure The Cheapest Connection You Never Build FERC just ordered the grid to fast-track AI data centers and make them pay for their own hookups. But you can itemize the wire. You can't itemize the scarcity, and that one clears at the margin, for everybody.
ai We Rented the Mainframe Back Two AI assistants went dark in forty-eight hours last week. In neither case did the model break. The thing that broke was the wire in front of it, and we built that fragility back on purpose.
history Six Hundred Ways Not to Connect a Hose In 1904, fire crews reached a burning Baltimore and their hoses wouldn't thread onto the hydrants. There were 600 incompatible couplings in America, and the incompatibility was the business model. Your cloud bill is the same story.
cloud The Company Store The point of coal scrip in 1900 was never the price of bacon; it was the asymmetric power to set the price and the impossibility of carrying your labor across the town line without taking a haircut. Clouds appear to be bringing it back.
