The questions I keep coming back to.
Long-form essays on Pakistan, AI, energy, and the economy. The same questions I work through on the podcast, taken slower and with the numbers on the page.
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What 5 gigawatts of AI would cost Pakistan
Pakistan's largest data center is 8.5 megawatts. Here is the real target for a country of 250 million people, the ten-year path to it, and the bill.
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The dollar trap: why we can't afford nice things
Pakistan rents almost everything it lacks, and it rents it in dollars. That single fact is the ceiling on how far this country is allowed to grow.
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Pakistan never paid for water. That is the crisis.
Say we should price water and watch the room explode. But free water is exactly why we keep running out of it, and the numbers are not close.
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Owning the stack: the case for sovereign AI
A country that cannot pay its electricity bills should build its own AI infrastructure. Here is why that is not as mad as it sounds.
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No, AI data centers won't drink Pakistan dry
Pakistan's first AI data center triggered an imported water panic. The real math: a full gigawatt would use about 0.01% of our water.
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