Adrian Davies Beliefs 8th Timber, Late Autumn

Beliefs

Strong opinions, dated. When one changes, the change is logged below instead of quietly edited.

  1. AI demand has outgrown what grids can connect. Until the end of the decade, power connections, not chips, set the pace.held since 2026
  2. Data centres are targets now, for cyberattacks and for missiles. Anything that runs government software has to be built as if someone will try to switch it off.held since 2026
  3. The internet is becoming islanded. Nations will run their own systems and clouds and restrict access from outside, and Western democracies will do it too.held since 2026

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