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Analysis / AI & Compute, Space, Infrastructure / Jul 11, 2026 / 11 min
Orbital compute will become valuable for space-native data, global edge inference and strategic resilience, but Earth-based data centers remain superior for large-scale AI training, maintenance and tightly coupled GPU clusters.
#OrbitalAI #AIInfrastructure #SpaceEconomy #DataCenters #CriticalInfrastructure
Thesis / Battery Storage, Energy, Infrastructure / Jul 9, 2026 / 6 min
The strategic value of battery storage is no longer only arbitrage. It is dispatchable flexibility, resilience and a new operating layer for electrified economies.
#BatteryStorage #GridInfrastructure #EnergyTransition #BESS
Briefing / Defense, Autonomous Systems / Jul 7, 2026 / 7 min
Autonomous systems will not remove the need for high-end defense platforms, but they will change the economics of sensing, attrition, logistics and battlefield decision speed.
#DefenseTech #AutonomousSystems #Drones #IndustrialStrategy
Comment / Energy, Geopolitics, Infrastructure / Jul 5, 2026 / 6 min
Europe's energy bottleneck is less about invention than deployment speed, grid capacity, capital formation and political willingness to treat energy as strategic infrastructure.
#EnergySecurity #Europe #GridInfrastructure #IndustrialStrategy
Thought / Mobility, Energy, Entrepreneurship / Jul 3, 2026 / 6 min
As vehicles electrify and fleets become software-managed, mobility platforms will increasingly combine charging, energy optimization, identity, settlement and financial services.
#ElectricMobility #EnergyPayments #ChargingInfrastructure #Entrepreneurship