Ideal Sunday routine:
Wake up 5am
Take the car out to the English countryside for a solo drive
Come home, smash the Mrs
Gym/sauna/swim
Lunch in central London w/friends and fam
Deep work some hours
Followed by lots of Reading , unwind
Bed.
Abundant capital meets scarce
power.
Blackstone can raise $30B in a weekend, but they can't "buy" a shorter grid queue in Oxfordshire or Dallas.
The moat has shifted from the Balance Sheet to the Grid Connection. I said it before Ai data centers are the future.
BREAKING: Blackstone is launching a publicly traded fund for buying data centers.
The fund will allow millions of retail investors to gain exposure to the AI data center boom.