Field Note
The Power Behind Intelligence
AI may be made of software, but its expansion is being governed by substations, queues, turbines, transformers, and time.
Energy
Field Note
The Refinery Gap
Mineral security is not won at the mine. The decisive chokepoint is the difficult middle where ore becomes usable material.
Field Note
The Transformer Factory
The machine at the center of the electric age is still built like a bespoke industrial artifact. Demand is exposing what that costs.