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Wall Street Is Wrong About The AI Bubble
AI infrastructure is priced off yesterday’s earnings instead of tomorrow’s agentic workflows. Signed demand, construction lags, and invisible P&L gains…
Dec 12
•
Aditya Kaul
1
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On Goals and Intelligence
Entry 47, Archive of The Culture — Recorded by Mind Lisanth, 2425 CE
Nov 7
•
Aditya Kaul
3
Beyond the Societal Backlash: Reframing the AI Datacenter Debate
Two Futures, One Choice: Whether AI Datacenters Deepen the Strain or Drive the Fix
Oct 21
•
Aditya Kaul
1
2
2
The New Power Map of AI: Why NoVA and DFW Are on Diverging Timelines
AWS, Aligned, Yondr, and QTS drive rapid energization at DFW’s Venus and Wilmer substations, while NoVA projects stall in the AI Datacenter race
Oct 15
1
Its 'Agency' Not 'Agents' That Matter in the Age of AI
My personal journey of discovery with vibe coding using Replit, Cursor, Windsurf and why everyone needs to build agency now
Jun 30
•
Aditya Kaul
1
4
65 % Faster Deployment: Inside the Discreet Supply Networks Creating $2 B+ in Confidential AI-Infrastructure Value
Part 3 of 3 – The Critical Intelligence Series for AI-Infrastructure Investors
May 27
•
Aditya Kaul
The 45% Tariff Impact: Quantifying Supply Chain Bottlenecks in the AI DataCenter Cooling Market
Part 2 of 3: The Critical Intelligence Series for AI Infrastructure Investors
Apr 25
•
Aditya Kaul
10,000MW by 2030: The AI Power Infrastructure Alpha Opportunity Hiding in Plain Sight
How Nuclear Integration and Strategic Land Banking Create Insurmountable Competitive Advantages for Early AI Infrastructure Investors
Apr 9
•
Aditya Kaul
1
The Hidden AI Landgrab: How AI Datacenters Are Becoming the New Battleground
Tracking the Trillion-Dollar Rush for Datacenters, GPUs, and Energy Infrastructure
Feb 28
•
Aditya Kaul
2
1
The Dawn of a Thousand Palantir's
Agentic AI, Anthropic Computer Use, OaaS (Outcome as a Service)
Oct 23, 2024
•
Aditya Kaul
2
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