The Uncharted Algorithm

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

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November 2025

On Goals and Intelligence

Entry 47, Archive of The Culture — Recorded by Mind Lisanth, 2425 CE

Nov 7 • Aditya Kaul

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October 2025

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

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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

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June 2025

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

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May 2025

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

April 2025

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

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February 2025

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

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October 2024

The Dawn of a Thousand Palantir's

Agentic AI, Anthropic Computer Use, OaaS (Outcome as a Service)

Oct 23, 2024 • Aditya Kaul

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The 2e30 FLOPS Future

The era of muddling through is over

Oct 18, 2024 • Aditya Kaul

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Deep Thinking AI in the Enterprise

Does o1-preview cut it?

Oct 2, 2024 • Aditya Kaul

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