Unordered list of what I'm thinking about [last edited Oct/26]:
- Time-to-value for datacenter buildouts
- Multi-site training wan infrastructure
- Datacenter construction insurance-claim arbitration
- Anti-AI / Anti-Datacenter political tailwinds
- cost-of-capital
- debt-capital-liquidity > equity-capital-liquidity
- medium-term risk-adjusted returns from ai-capex
- what Jevon saw with coal was Lotka's principle