Two Hard Truths
We are in the midst of the largest energy transformation of our lifetimes. Over the last few weeks, every guest of Electrified has…
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Move Fast and Break Nothing
“It’s fine if AI messes up an email, it’s a disaster if it causes a power outage.” If you want to know why the adoption of AI will be slow within critical industries, that one sentence from a recent conversation I had sums it up pretty well. Generative
Vibe Thinking
Yes, I rolled my eyes at the title, too. But stay with me here and acknowledge that I am thinking out loud. Vibe coding took the world by storm over the last 12 months. It placed the power of software engineering in the hands of everyone. It changed how we
The Checklist Fallacy
Sometime in 2005, Bob Iger and Steve Jobs sat down in a room together to discuss Disney acquiring Pixar. Iger recalled Jobs' initial reaction and the initial list of cons they laid out on the whiteboard in Cupertino. * Disney will destroy Pixar's culture * Disney will kill Pixar&
The Moat Is Knowing What to Build
For the last year or so, I've been a skeptic of AI. Most of my research had been on the side of "what happens when bubbles pop" and reading about the aftermath of railroads (1873) and telecom/fiber (~2001). From my experience, AI was mostly a