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Don’t be Fooled—the AI Bubble is the Strategy
From railroads to dot-coms to AI, speculative cycles remain central to how capital accumulates and offloads risk
Aug 7, 2025
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Justin Kollar
413
46
83
The New Infrastructural Order
Looking at How Digital Industries are Rewiring Land, Power, and Resources
Feb 12, 2025
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Justin Kollar
111
11
25
Who Profits From the AI Boom? Following the Money in the Cloud Economy
Tracing how debt, utilities, land, and chips shape the uneven flow of profits across the AI stack
Sep 26, 2025
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Justin Kollar
45
3
9
Dark Fiber—an Archaeology of the Dot-Com Bubble
The fiber laid in the 1990s built enduring routes for digital power and profit
Aug 28, 2025
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Justin Kollar
33
8
8
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
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Justin Kollar
26
5
10
Amazon’s Energy Empire in the Pacific Northwest
Behind (and Beyond) the Growth in Renewables
Mar 5, 2025
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Justin Kollar
20
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
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Justin Kollar
19
2
9
The Structural Violence of Risk Management Behind the AI Infrastructure Bubble
How financial institutions sustain the AI boom by exporting risks to everyone else
Nov 7, 2025
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Justin Kollar
15
1
3
How Google is Reshaping a Small Oregon Town
Water, Power, and Tax Breaks in The Dalles’ Data Center Boom
Feb 25, 2025
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Justin Kollar
22
3
8
AI Industrial Strategy II—Barriers, Bypasses, and Buildouts on the New Frontier of Extraction
We are in the midst of a new infrastructural order where the biggest tech firms—led by Meta, Alphabet, Microsoft, and Amazon—are spending record sums on…
Aug 4, 2025
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Justin Kollar
19
9
Is Your Cloud Account Funding the Next Forever War?
U.S. techno-capitalism has long fused commercial innovation with large-scale systems of military power
Sep 5, 2025
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Justin Kollar
16
5
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
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