Machine Readable 

I’ve spent most of my career building information systems for energy. Some are as simple a system as a model adding or multiplying X and Y to get Z. Some are as complex as what Halcyon is building now, a multi-source, always-on U.S. energy information system that brings structure to chaos. This is what I do, and it’s also what I think about all the time.

If you weren’t in San Francisco for SF Climate Week a few weeks ago, we at Halcyon recently hosted our first large in-person event on time and speed to power: the critical paths for companies building the energy infrastructure required to meet soaring demand for AI compute.

Two weeks ago, we at Halcyon hosted our first large in-person event on time and speed to power: the critical paths for companies building the energy infrastructure required to meet soaring demand for AI compute. It’s the right topic, at the right time, for the right industries: power generation and utilities on one end, and hyperscalers on another, with throughlines from infrastructure developers, capital allocators, grid hardware manufacturers, and EPCs connecting both sides.

In case you missed it: Halcyon has closed a $21 million Series A investment led by Energize Ventures. You can read about the raisehere. Energy is 10% of global GDP. Up to $850 billion will be invested in U.S. power and digital infrastructure this year alone. That kind of capital deployment demands an information layer that doesn't exist yet — one that can make millions of unstructured documents not just searchable, but genuinely useful. To borrow from my LinkedIn earlier this week: we're...