Underground AI + Quantum data centres @RomullusInfra • Designed hyperscale compute • Ran £165m RE portfolio + P&L • Alum Futureal @Gensler @UniofNottingham
JUST IN: AI data centers could soon require blast-resistant concrete, anti-drone defenses, & missile protection as attacks on computing infrastructure escalate worldwide. — Financial Times
Good summary. Governors will mandate “Bring Your Own New Capacity” for all powered land buyers. Siding with Data Centers is not good politically right now.
Voters want lower bills and only mandatory load flexibility does that.
The idea that the law of space should fundamentally resemble the law of the sea is a midcentury idea keyed mostly to a tentative, early era of exploration.
Now, the criticality of zero-sum assets like Lagrange points and lunar ice for colonization, the importance of particular launch corridors for high throughput operations, and the highly national quality of LEO constellations suggest that technology will make holding "interplanetary territory" the more apt paradigm for how civilizations will compete and transact in this domain.
Holiday tip for you:
If your grandparents ask you what you want for Christmas, tell them you want them to write down all of their recipes. The ones they keep in their head, and probably have never put to paper.
It will cost them nothing, and be the best gift of your life.
JUST IN: California rehab operators accused of supplying illegal drugs to recovering addicts to keep them hooked & collect over $210 million from insurers.
Smart. I believe homes should be prepared to survive at least 3 or more days without power or services as well - water, food, medicine, critical supplies, generator, power banks.
One of the reasons @RomullusInfra exists is because defence ministries around the world (understandably) prioritise the defence of their own assets and personnel.
IMHO they do not pay sufficient attention to counter value targets and civilians.
We believe that defence tech should include the protection of the economy and civilians that power the war machine. This is why Golden Dome exists. But Golden Dome can not and will not protect the interior from spider-head / golden lion style attacks on critical strategic infrastructure.
BREAKING: The Pentagon has launched “FORTRESS America,” an initiative ordering major military bases in the continental US to be able to run on their own for at least 90 days.
Bases will need to keep power, water, fuel and communications running independently, without relying on outside supply.
Elon Musk understands something that the political establishment desperately wants people to forget.
Government isn’t some magical institution that protects you from concentrated corporate power. It is concentrated power. And unlike corporations, it has the legal authority to use force against you.
Now imagine giving that power to a global government. One political hierarchy. Billions of people. No competing jurisdiction to escape to. No meaningful alternative when the people in charge decide your rights are inconvenient. That’s not progress. That’s the blueprint for the most terrifying monopoly in human history.
Look at what’s happening across Europe.
More authority concentrated in distant institutions. More regulatory power. More restrictions on speech. More decisions made by people ordinary citizens can barely hold accountable.
The answer has always been decentralization, private property, free markets, and the freedom to walk away.
Yet the political left keeps demanding more centralization, more bureaucracy, and more authority over ordinary people. And somehow they call that liberation.
What a fucking joke.
infinite storage underground
someone should industrialise the process of placing materiel in the ground, starting with AI data centres and underground off-grid energy @RomullusInfra
FORTRESS: The Pentagon is preparing every major U.S. military base to survive 90 days without outside support — no civilian power grid, no global supply chains, no outside fuel or water.
The initiative, revealed in documents reviewed by Fox News Digital, envisions portable nuclear reactors, massive battery storage, and microgrids that can disconnect installations from civilian electricity entirely. Strategic reserves of munitions, fuel, critical minerals, and medical supplies would be stockpiled based on wartime consumption rates. Civilian factories are being pre-identified to shift to defense production during a crisis.
Pentagon chief spokesperson Sean Parnell put it bluntly: "Power is combat now. Without electricity, you lose communications, water, logistics, assembly lines and just basic military command structures."
Full story here https://t.co/WQWWi4wGrd
Hard to say with certainty. Depends on org.
IT or Or Ops (with compliance responsibility) with IT support.
Directive has to come from board level, usually triggered by Ops or risk flagging confidentiality risk of using non-sov AI. And / or Exec leadership being convinced AI is a commercial advantage they must engage in or at least trial.
I don’t think you can cold sell into them because it’s not an add on it’s a fundamental restructuring of how the company works. I suspect they would already need to be discussing it. But developing a relationship with say, senior lawyers may yield so some results.
The lawyers who represent your co will be a good source of insight.
It’s fitting that the late Bill Draper, a titan of VC, ended up at the top of this list, with @shv, and @TimDraper also made it into the top 10 with @DFJvc.
I wouldn't be surprised if @AdamDraper joined them in future with @BoostVC.
Truly a generational run.
GPUs are a very capital intensive asset class.
But most of the smaller neoclouds I see don't treat them like one.
Every cluster, every customer contract and every loan sits in the same company.
CoreWeave doesn't do it like that... it ACTUALLY does it right.