I was in New York last week for the event still known as Climate Week, which could today be more accurately described as “energy + finance + AI + data centers + trade + security week.” This expanded rhetorical scope that brings with it both more events (more than 1,000, in fact!) and more talk. Anyone reading this weekly note from Halcyon has probably been deluged with testimonials, LinkedIn posts, thoughtful reflections, and earnest appeals. I’ll spare you those.