Citrini
· Citrini Research
· April 27, 2026 at 00:45
· ⏱ 3 min read
| Read on Substack ↗
Summary
The author introduces the theme of power as the critical intersection between two major long-term trends: fiscal policy (specifically referencing the Defense Production Act) and Artificial Intelligence. The note is positioned as a brief update on this ongoing theme.
•The author identifies the intersection of fiscal policy and AI as a major theme of the decade.
•Power infrastructure is highlighted as the most significant and obvious link between these two themes.
•The note is an update on this previously discussed, long-standing trend.