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The Scarce Thing in 2126 Is the Right to Use a Watt
Cognition can cheapen for a century without relaxing site heat rejection or the legal right to take a watt at a node. The June 2026 ERCOT queue is the exhibit.
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The ERCOT Queue Is Not a Construction Schedule
ERCOT is tracking 466,497 MW of large-load requests. 5,700 MW is observed energized. That is 1.2 percent. The rest is not a construction schedule.
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The Fund That Runs Itself
AI-first hedge funds are outperforming traditional managers by 4-7%. The fund with zero analysts returned 39.6%. Here is how agentic AI is restructuring asset management.
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MCP: The Protocol That Gave AI Agents a Nervous System
MCP is the open protocol that standardized how AI agents connect to tools, data, and the outside world. It won. Here is why.
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The Agentic Web: How A2A Is Teaching Agents to Collaborate
MCP connects agents to tools. A2A connects agents to each other. Together they form the protocol stack for the agentic web.
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Agent Harnesses and the End of the Single-Model Era
Every major AI lab now ships an agent framework. The era of single-model applications is over. Here is the orchestration landscape that replaced it.