Igor's call, in full

AI needs land, power, and water. Communities are saying no. I forecast the data-center buildout runs into a wall of local opposition that crosses party lines, becoming one of the defining grassroots fights of the AI era. It is already happening. There were 70 project rejections in the first four months of 2026, more than in all of 2025. Some $98 billion in projects were blocked or delayed in Q2 2025 alone. Maine passed the first statewide moratorium. Kevin O'Leary's Wonder Valley project would, by itself, double Utah's electricity demand. Opposition groups now operate in 42 US states. The bottleneck for AI is no longer chips or code. It is permits, megawatts, water, and angry neighbors.

Adjacent calls

By 2030, AI infrastructure splits into two tiers: a contested public AI on land, and an untouchable sovereign AI in orbit, at sea, and on military bases.Early callThe 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 "all cars to EVs" timeline collides with battery-materials and grid reality. Converting the global fleet takes roughly 28 years.On track

Ask Igor your own question. 5 free.