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Meta Left its own Silicon Valley Community Stranded for the AI Boom
How a stalled megaproject turned housing, services, and civic repair into contingent promises of tech capital
Jun 3
•
Justin Kollar
7
2
May 2026
Will the Supreme Court Enable a New Era of Executive and Monopoly Power?
How a fight over FTC removal power could reshape federal control over energy, infrastructure, and the firms building the AI economy
May 26
•
Justin Kollar
4
5
The State Legislative Battle Over AI Infrastructure
Over 548 state data center bills from 2024 to 2026 reveal a contested shift from attraction to accountability, but with little to show yet
May 19
•
Justin Kollar
7
2
5
March 2026
Beyond the Boom and Bust—the Horizon of Consolidation and the Coming Scramble for AI Infrastructure
A new ownership layer is being constructed over AI's physical substrate before smaller players are forced to sell
Mar 20
•
Justin Kollar
13
1
4
Fossil AI II—Petrodollars and the AI Infrastructure Boom
How Gulf oil wealth is funding the global artificial intelligence expansion while exposing the physical vulnerabilities of the digital age
Mar 5
•
Justin Kollar
11
1
5
January 2026
The United States in Venezuela II—How to Sabotage an Oil State
How outsourcing Venezuela’s technological infrastructure established the blueprint for weaponized interdependence
Jan 12
•
Justin Kollar
7
1
3
The United States in Venezuela I—How to Build an Oil Empire
How legal architecture, elite collaboration, and U.S. firms locked Venezuela into a century-long extractive order
Jan 8
•
Justin Kollar
11
2
5
December 2025
Behind the Federal Power Grab to Fast-Track AI
Inside FERC’s queue reforms, co-location fights, and a new national interconnection push as data centers transform grid governance
Dec 19, 2025
•
Justin Kollar
6
7
AI Industrial Strategy III—Executive Action and State Preemption to Override Local Data Center Opposition
The AI boom has turned data centers into one of the fastest growing categories of industrial development, with a resource footprint that is hard to hide…
Dec 16, 2025
•
Justin Kollar
9
3
10
Fossil AI I—Finance Capital's New Utility Frontier
Private equity, utilities, and regulators gamble on plausibly exaggerated data center forecasts and long-lived fossil assets
Dec 4, 2025
•
Justin Kollar
19
2
9
November 2025
Semiconductors, Sprawl, and the Making of Arizona’s Techno-State
From Cold War defense plants to CHIPS subsidies, how speculative growth politics now serve global chip manufacturing
Nov 28, 2025
•
Justin Kollar
8
6
Cisco, Nvidia, and the Economics of Tech Bubbles
What the dot-com buildout and the AI expansion reveal about state policy, investor hype, and the burdens of infrastructure
Nov 21, 2025
•
Justin Kollar
26
5
9
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