The light bill no one saw coming...

A Sunday morning riff sparked by a Barron’s piece: AI is not just a “tech story.” It is a civilization-scale infrastructure buildout already underway. Data centers under construction are projected to consume electricity on the scale of an entire country, and the long-term winners may be the quiet regional utilities signing decade-plus contracts with the largest tech companies. Meanwhile, consumers are already feeling the pinch as electricity bills climb, and politics is heating up. For funeral home owners, the message is simple: the AI infrastructure is being built right now, leverage is real, and small, practical AI use can give a small team the output of a much larger one. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit theashflash.substack.com/subscribe