Decision and power
Who decides when priorities conflict on the same site, the same grid connection, the same pool of capital?
Season 1 maps the constraints: energy, grid, compute, materials, capital and land. What follows is the question of who controls them.
Substrate follows the constraint, not the asset class. Real estate is where the constraints become visible first, but the same logic binds anyone exposed to scarce physical inputs: infrastructure, industry, energy and the capital behind them.
These are the lines of enquiry after Season 1. What gets made, and in what order, depends on what Season 1 surfaces.
Who decides when priorities conflict on the same site, the same grid connection, the same pool of capital?
What happens to land, energy and materials when resilience matters more than efficiency?
How do we adapt what already exists without starting from zero?
Get EP00 and EP01 in your inbox on launch day, then one episode each Tuesday.