A ground-truth read on the fuel, the generation, and the equipment behind the AI build-out: what's physically available, where the constraints exist, and where capital can earn a return

A follow-up on Conrad, my autonomous GTM agent. This round he learned to grade his own work, run his own A/B tests, and rewrite his own playbook when the numbers slip. Here is what I built, what broke, and what I want to try next.

Four months after modeling three scenarios for US gas scarcity, all three are obsolete. The Strait of Hormuz is closed, 19% of global LNG supply is offline, and the era of "and" ended on February 28, 2026. Here's the revised thesis.