Research area
Analysis of energy systems, electricity markets, flexible demand, infrastructure, and the effects of emerging technologies
On August 12, 2026, McKinsey & Company's Inside the Strategy Room features Alastair Green and Adrian Kwok arguing that global infrastructure investment of $106 trillion through 2040 is shifting from public funding toward private capital.
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Explore how state- and horizon-dependent volatility spillovers reshape crypto-carbon risk and limit universal safe-haven claims.
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In the August 15, 2026 episode of Moonshots with Peter Diamandis, Ramez Naam argues that electricity delivery infrastructure, rather than generation capacity or energy cost, is the binding constraint on AI buildout.
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The August 4, 2026 episode of The Ezra Klein Show features Jasmine Sun examining the growing political backlash against AI data centers.
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The July 7, 2026 episode of the Isabel Foxen Duke podcast features Stephen Barbour describing Bitcoin mining as flexible load for upstream energy production.
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The February 27, 2026 episode of The Bitcoin Way features HODL Tarantula explaining how modular, off-grid Bitcoin mining infrastructure monetizes stranded energy while avoiding grid and regulatory chokepoints.
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The January 30, 2026 episode of the Galaxy Brains podcast features Will Foxley explaining how compressed Bitcoin mining margins are accelerating a pivot toward AI data center infrastructure.
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The January 27, 2026 episode of the Peter H. Diamandis Podcast features the Moonshot panel looking at Davos 2026 and examining how artificial intelligence has moved from a sectoral technology to a system-shaping force.
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The January 8, 2026 episode of the Bitcoin Rails podcast features Fred Thiel explaining how Bitcoin mining and AI infrastructure converge around power, land, and capacity constraints.
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The January 06, 2026 episode of the Peter H. Diamandis Podcast features Elon Musk outlining an accelerated AI and robotics timeline that he expects to disrupt labor markets and public institutions within the next several years.
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The December 13, 2025 episode of the Peter H. Diamandis Podcast features the Moonshots panel arguing that GPT-5.2 marks a sharp capability jump driven by more compute and increasingly decisive post-training.
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The December 08, 2025 episode of What Bitcoin Did features an examination of how Bitcoin mining can finance off-grid energy in northern Kenya.
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