Fred Wilson of Union Square Ventures says energy is the cleanest way to own the AI buildout, and the natural gas price chart makes his case better than any pitch deck. But the commodity itself might be the wrong instrument. The real money sits at the bottlenecks: turbines, pipelines, and permits.
Oct 24, 2026
Oct 24, 2026
Oct 24, 2026
Oct 24, 2026
Oct 24, 2026
Oct 24, 2026
Oct 24, 2026
Oct 24, 2026