01
AI
What is happening? What is actually happening?
6 observations
View Stream →You Don't Hear It
Most people consume information.
Few people inspect it.
Explore ↓ Observe first. Conclude later.
Observe. Question. Understand. 02
Narrative
What is being said? What is being assumed?
6 observations
View Stream → 03
First Principles
What remains when assumptions are removed?
6 observations
View Stream →Observations
Latest observations across all streams.
AI and electricity demand
Observation
Grid operators in several regions have revised demand forecasts upward, citing datacentres. The forecasts vary widely and several previous revisions were later reduced.
Narrative
AI will consume the grid. Energy demand is exploding without bound.
Alternative View
Demand forecasts created during investment booms have historically overshot. Efficiency per token has fallen sharply year over year.
Unknowns
Which forecasts are based on signed interconnection agreements versus speculative requests? How much capacity is double-counted across utilities? What does per-query energy cost actually trend toward?