The Edge You Actually Need: AI Power Economics
This isn’t another AI newsletter.
It’s an economic lens.
Every essay answers one question:
Where does economic power move as AI changes the rules of capitalism?
Every week I answer questions almost nobody is asking.
Why is NVIDIA investing in power generation?
Why are data centers becoming geopolitical assets?
Who captures value when intelligence becomes free?
Which companies gain leverage as AI commoditizes software?
What happens after the model race ends?
If you’re building, investing or making policy around AI, those questions matter more than benchmark scores.
