CES in Vegas: lift the 7,000-pound server rack. DLD in Munich: discuss sustainability. Davos: draft governance frameworks. The gap between infrastructure reality and policy capacity widens every year. open.substack.com/pub/shifti…
CES 2026’s most revealing moment: OpenAI admitting they can’t launch features because they're “compute constrained.”
Not smarter algorithms. Not better data. Just not enough electricity and chips.
AI’s bottleneck isn’t software anymore – it’s physics.
open.substack.com/pub/shifti…
Your website was designed for human eyes. AI agents don’t care about your homepage – they’re reading your APIs, filtering your offers, and making decisions before humans ever see you. Agent Experience is the new UX. open.substack.com/pub/shifti…
2025: the year we stopped pretending.
We have the technical solutions for our biggest challenges. What we’re missing is the political capacity to implement them.
We’re learning to operate in permanent liminality – and that might be the condition itself. open.substack.com/pub/shifti…
The fossil fuel age is ending with a spreadsheet, not a protest. How AI and markets are quietly winning the energy transition nobody’s talking about. open.substack.com/pub/shifti…
We’re not facing one crisis – we’re watching multiple world orders collapse simultaneously. At NEXT25, we explored whether this is the end of modernity itself, and what comes after the interregnum. open.substack.com/pub/shifti…
Researchers just reversed biological ageing in primates using CRISPR. AI monitoring is reducing death rates by 80%. The healthcare revolution isn’t coming – it’s here. open.substack.com/pub/shifti…
The EV isn’t just a cleaner car. It’s a mobile battery forcing two legacy systems – energy and mobility – into convergence.
BYD and Octopus Energy on the actual bottlenecks of stitching them together. open.substack.com/pub/shifti…
In life and history, it's a fundamental principle that things must end for new things to begin. This is neither good nor bad; it's just the way things are. open.substack.com/pub/shifti…
Although the finance industry was always at the forefront of digital technology, it doesn’t really feel this way. Why is that, and will blockchain and AI tell a different story? open.substack.com/pub/shifti…
This is a post I wrote in the second half of March, so it is from a different time. Has the world gone off the cliff in the meantime? open.substack.com/pub/shifti…