Thinking Out Loud: The Mutuality of UHVDC and AI

I’ve been watching the current buildout of UHVDC—the ultra-high-voltage lines designed to move massive amounts of electricity across continents—and AI data centers, and I keep coming back to a couple of questions: Are these two things building a virtuous cycle that pays for the grid of the future? Or are they locking us into a … Read more

Thinking Out Loud: Feeding the Baby

A Better Path to AGI Before It’s Too Late Here’s the big problem no one wants to talk about: When it comes to AI, no one knows exactly what we’re building. Not the engineers. Not the CEOs. Not the governments funding it. We are feeding a system on the full disorder of human civilization and … Read more

Thinking Out Loud: What I Need, What We Lack, What We Must Build

Here’s what I’m wrestling with—and why it matters beyond AI policy circles: In early July 2026, I asked thirteen frontier AI models two structured questions. The first was simple: is the world prepared for artificial general intelligence (systems that could match or surpass humans across many tasks) across six dimensions—technical infrastructure, regulation, safety and alignment … Read more