Igor's call, in full

Watch where the compute is going. I forecast that by 2030, AI infrastructure formally splits in two. Public AI stays on land, where it can be taxed, regulated, and protested. Sovereign AI moves out of reach, into orbit, onto the ocean, onto military bases. Once that split locks in, AI as a public good is dead. The moves are already underway. Google's Project Suncatcher is putting 81 AI chips in space. Anthropic has been in orbital-compute talks with SpaceX. Peter Thiel put $140 million into Panthalassa, a billion-dollar ocean-compute play. China switched on an undersea data center in May 2026. And Core Power is building a 300-megawatt floating nuclear plant for the Pentagon by 2028. The elites are building an AI you cannot reach, cannot regulate, and cannot switch off. That is the real infrastructure story.

Adjacent calls

The current power grid collapses under exponential demand from EVs, AI, crypto, and robotics. Fixing it costs $8 to $16 trillion and takes about 28 years.On trackThe data-center buildout hits a wall of bipartisan local opposition, the new pro-life movement of the AI era.On trackConversational ad placement inside AI chatbots surpasses the entire search advertising market by 2030.Early call

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