Why 2026 probably brings digestion and remix, not collapse, and what that means for data center buildouts| davefriedman.substack.com
A lot of people don't understand what elite management consultancies actually do| davefriedman.substack.com
ERCOT’s latest risk models show power no longer follows weather or gas. It follows GPUs. Until the grid starts pushing back.| davefriedman.substack.com