Alexander Lanin

Seasoned entrepreneur passionate about biohacking, fitness and innovation. I create apps for your better future and share my wisdom so you can avoid my mistakes

[Alexander Lanin @xlanin]

The infrastructure is coming. The demand is here. Winners will be those who solve the permitting bottleneck while everyone else debates energy sources. What's your take? Are we stuck in ideology while missing operational reality?

[Alexander Lanin @xlanin]

Everyone's debating solar vs nuclear vs gas. Meanwhile, approved energy projects sit in permitting queues for 3-5 years while data center demand doubles every 24 months. The US energy crisis isn't what you think. 🧵

[Alexander Lanin @xlanin]

Quick framework if you're in infrastructure/utilities/data centers: 1. Can you afford 4-year grid interconnection wait? 2. Do you understand your local ISO's queue reform rules? 3. Are you leveraging IRA tax credits correctly? 4. Have you mapped state permitting vs. business needs?

[Alexander Lanin @xlanin]

If AI can't solve its own infrastructure speculation problem, how sustainable is this growth?
We're building AI to optimize everything—except the broken process of building infrastructure for AI.

[Alexander Lanin @xlanin]

AI's dirty secret: utilities are building billions in grid infrastructure for data centers that may never exist.
Ratepayers are covering the bill. Here's the mess no one's talking about 🧵

[Alexander Lanin @xlanin]

The cycle:

Tech co announces AI investments
Developers rush to secure sites
Utilities build expensive infrastructure
Ratepayers cover costs
Projects don't materialize → stranded assets