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June 2025

VCs Don’t Understand AI
AI is a capital-hungry industrial revolution that eats margins
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Dave Friedman
9
When AI Flips the Switch on Texas
ERCOT’s latest risk models show power no longer follows weather or gas. It follows GPUs. Until the grid starts pushing back.
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Dave Friedman
4
Our AI Dreams Require Nuclear Power
Palantir and The Nuclear Company team up to usher in a new nuclear age for our AI dreams
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Dave Friedman
1
The AGI Bottleneck No One Wants to Admit
How can AGI be imminent if we can't build infrastructure for it?
 • 
Dave Friedman
9
The Energy Layer of the AI Stack
AI’s scaling ceiling isn’t algorithms. It’s megawatts, metallurgy, and lead times
 • 
Dave Friedman
1
Why AI Agents Don't Work
Why don't AI agents work, and what needs to be fixed?
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Dave Friedman
When AI Firms Break the World They Inherit
How hyper-efficient artificial organizations may outpace regulation, absorb markets, and become sovereign powers in their own right
 • 
Dave Friedman
1
What Sam Altman is Telling Us About AI
The view of AI from OpenAI's CEO
 • 
Dave Friedman
What LPs Get Wrong About AI
A strategic memo for institutional investors chasing AI exposure
 • 
Dave Friedman
2
McKinsey Doesn't Understand AI
Don't bet your company's AI future on consultants
 • 
Dave Friedman
9
LLMs Are a Lock-In, Not a Leap
LLMs may be sub-optimal but path dependence in tech is real
 • 
Dave Friedman
1
© 2025 Dave Friedman
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