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Mapping the Shadow Grid
Sawsan Haider, Claire Burch
The 56 gigawatts of announced “behind-the-meter” (BTM) power plant capacity now under construction is the largest reversal of the centralized utility model in US history.
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The Anduril Thesis
Kyle Harrison
In order to properly explain Anduril, it's necessary for us to cover both the rich history that shaped the military reality the company would be born into, and the rapidly evolving landscape of modern warfare. The Anduril Thesis is a 300-page book outlining that history.
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Restoring American Rare Earth Independence
Sophia Ye, Claire Burch
The US did not just walk away from control of the rare earth supply chain in the 1980s; It was squeezed out by environmental pressure, undercut by Chinese state subsidies, and ultimately outmaneuvered by a rival that understood what these minerals were really worth.
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Privacy & Identity in the Age of AI Memory
Karina Chen, Claire Burch
Agent memory is rapidly becoming a defining feature of AI systems, fundamentally shifting the nature of system personalization.
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