Demand for cheap, high-quality intelligence is effectively uncapped, which makes it unlike every other commodity — including electricity.

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Our reading — they may agree, disagree or merely touch the same thing. Closest first: a shared subject counts for most, then how near the wording is.

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• A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. AIAlex Imas4 Jun 2026energy
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• A handful of AI agents is not a handful of colleagues, because agents agree with you constantly and colleagues tell you where you are wrong. NFNicole Forsgren22 Mar 2026energy
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