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Murmurations II

Substack
murmurationstwo.substack.com· irregular· Published 1 months ago

A personal deep-dive newsletter by an investor covering AI, energy, crypto, politics and markets, with occasional fiction. Recent issues include an empirical look at hyperscale data center noise and a critical analysis of Anthropic's 'Pacing the Frontier' rhetoric.

data center noisehyperscale data centersanthropicpacing the frontierai safetygas turbinesai policyfrontier aiventure investingcreative fiction
Platform
Substack
Frequency
Irregular
Latest issue
Sep 22, 2026
Language
English
Written for
Readers following AI policy, energy infrastructure and tech investing
Tone
analytical
Tracked since
Oct 29, 2026

Website: https://murmurationstwo.substack.com