Category: Stories

This category contains posts that reflect the personal opinions of Mockingbird Members. The ways they’ve personally approached investing, and what they want to share about their own investment process.

AI echoes. Ep2: The Gigawatt Grab – How the AI Arms Race Might Accidentally Fix the Grid

In Volume 1, we explored how the “wasteful” spending on GPU chips creates the “Dark Compute” of the future. In this spin-off, we look at the physical constraint that is actually driving the bus: The Grid. This narrative explores the collision between Silicon Valley speed, the laws of thermodynamics, and the potential for a quantum leap in our energy reality....