Not the dome we wanted.

I’m not sure it’s a “fun fact” but the latest modeling suggests that heat domes like the one we’re currently experiencing is going to be much more common going forward. I am sitting in an air-conditioned office, very much appreciative that I’m not a roofer.

From an investment lens, more frequent heat domes are going to force companies to harden the grid, figure out better thermal management (including more passive cooling materials if possible - it’s cheaper!), and will lead more individuals to build out their own backup systems if the grid isn’t able to handle the strain. We might actually get V2L or V2G more widely adopted here in the States!

But in the meantime…

Some Good News:

Brookhaven Lab, Amazon Web Services Partner to Connect AI Data Centers. While the headline is focused on AI data centers, the useful side benefit is that engineers are utilizing advanced simulation to bypass the lengthy, costly, and bureaucratically-choked process of connecting massive new infrastructure to local electrical grids. Which means that not only do AI data centers get connected faster (yay?), but renewable energy projects can use the same tool to get online faster.

CAR-T Therapy Breakthrough for Stiff Person Syndrome. An experimental application of CAR-T cell therapy has successfully wiped out the very source of rogue antibodies in patients suffering from Stiff Person Syndrome (the debilitating neurological condition affecting figures like Céline Dion). Beyond restoring mobility to the trial's patients, the targeted success of using engineered T-cells to systematically erase the root mechanism of a rare neurological autoimmune condition provides a factual, proven roadmap for tackling a massive spectrum of currently untreatable autoimmune diseases.

Google highlights two actually good things AI is doing:

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