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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

Investing in the Invisible Stack - AI Almost Daily

New on flextalks.org: I've been researching a book — "It Takes People to Win!: AI in the Age of Smart, Local & Federated."
The short version: centralized AI's 2025 water footprint equals the entire global bottled water supply. There's a better architecture — and it puts communities in control of their own data.
Full research brief with timeline, energy comparisons & priorities:
flextalks.org/ai-almost-daily
#AI #Sustainability #FederatedLearning #DigitalRights
Why AI is making Climate Instability worse. I write about how it can make it better - in Africa. "leaving room for improvement" https://flextalks.org/ai-almost-daily/articles/black-gold-and-open-hands-an-invitation-to-build-the-tools-africa-needs-to-pull-carbon-from-the-sky.html #AI #africa #biochar #science #climate #CO2 #essay #word #reflections In depth reporting on better outcomes in the long essay form. I hope you enjoy it.
Black Gold and Open Hands: An Invitation to Build the Tools Africa Needs to Pull Carbon from the Sky - AI Almost Daily