The Physical Substrate: When Intelligence Meets the Energy Crunch
This week's edition examines the strategic pivot from software competition to a struggle for physical assets, focusing on the massive capital expenditures required for power grids, silicon, and orbital data centers. We analyze how the rise of agentic ecosystems and AI-driven corporate roll-ups is decoupling revenue from headcount, fundamentally reconfiguring both global infrastructure and the future of labor.
Read this edition in full at pers-int.com
0:00 - Introduction
0:55 - The Great Compute Scramble: Energy, Hardware, and Orbital Data Centers
8:07 - Beyond the Prompt: The Rise of Agentic…
The skinny
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