TEL · 2 posts

Telecom & Connectivity

Fiber, wireless, data center interconnect, and the last mile.

November 10, 20264 min readDeep diveSample post

The Power–Compute–Connectivity Loop: A Framework for Investing Across AI Infrastructure

AI demand, chip supply, power availability, and network capacity form a single loop. This sample deep dive lays out a framework for locating the binding constraint, and what each investor type might do about it.

Read-throughs:Public Markets Private Markets EntrepreneursAlso inAI SEMI PWR

October 13, 20261 min readSample post

Fiber Networks in the AI Era: What Changes and What Doesn't

A sample note on how AI could affect demand for fiber, from data center interconnect to the home, and why last-mile fundamentals still come down to construction and customers.

Read-throughs:Public Markets Private Markets Entrepreneurs

Telecom & Connectivity

Telecom & Connectivity posts

The Power–Compute–Connectivity Loop: A Framework for Investing Across AI Infrastructure

Fiber Networks in the AI Era: What Changes and What Doesn't