New on AI Almost Daily: why I own EMR TYL PSN DELL — four companies quietly building the AI infrastructure that runs cities, utilities, & democratic institutions.

Not a hot take. Not financial advice. Less than $1,500 skin in the game BUT: Entirely an excuse to think carefully about which companies deserve to exist.

Environmental thesis. Governance thesis. Social equity argument. Illustrated.

https://flextalks.org/ai-almost-daily/articles/investing-in-the-invisible-stack.html
#AI #Infrastructure #CleanTech #Sustainability #SociallyResponsibleInvesting

Solar is winning the energy race

https://www.dw.com/en/solar-is-winning-the-energy-race/a-76517556

#HackerNews #Solar #Energy #Renewable #Energy #CleanTech #EnergyRace #Sustainability