ISSN 3070-0108
Welcome to Insights: Our Weekly "Insight System"
It is called "Terawatt Times Insights" because the core mission of this section is precisely to build a "system for continuous insight based on facts." Here, we put our core methodology into practice: we are cognitive framework-driven, fact-driven, and data-driven.
If our "THEORY" section focuses on building and proposing macro "cognitive frameworks," then the "Insights" section is our weekly "operating system" for applying those frameworks to process and analyze real-world data. Each week, we apply these frameworks to analyze a specific, actionable challenge at the heart of the transition. We delve deep into the most pressing issues, from bottlenecks in grid infrastructure and the allocation of new resources, to the rules of AI governance and shifts in market dynamics...
We uncover the deeper meaning behind the data: What are the facts? What does the data reveal? How do our cognitive frameworks explain it? What action does the final "insight" lead to? "Insights" is the front line where Terawatt Times translates cognitive frameworks into actionable insights. Thank you for following along each week as we iterate this "insight system" together and clarify the true path of the transition.
The Desert Dividend Series
The Desert Dividend explores the convergence of solar economics and desert ecology across six analytical frameworks. From microclimate physics to capital structure optimization, this series provides decision-makers with quantified methodologies for evaluating, structuring, and executing utility-scale solar projects in arid regions.
Based on field data from 200+ projects across four continents, the series bridges ecological science, financial engineering, and operational execution—revealing why standard LCOE models systematically undervalue ecological benefits and overweight technical specifications.
The Great Overload Series
The Great Overload examines the collision between exponential AI growth and linear infrastructure capacity. From hidden ratepayer subsidies to grid paralysis, from tech giants building private power systems to fleeting battery arbitrage windows, this series quantifies how computational demand is restructuring global energy economics—and who pays the price.
Based on regulatory filings, capacity market data, and infrastructure project analysis across six continents, the series reveals why the AI revolution's true bottleneck isn't chips or algorithms, but electrons and transmission lines.
The Robot Covenant Series
The Robot Covenant examines the convergence of general-purpose robotics, corporate energy sovereignty, and the evolving contract between humans and machines across eight analytical frameworks. From VLA model architectures to immigration labor vulnerabilities, from algorithmic visibility standards to the irreducible boundaries of human judgment, this series quantifies how embodied AI is restructuring the calculus of where—and by whom—physical work gets done.
Based on manufacturing case studies spanning Tesla to BYD, labor market analysis across US industrial regions, and technical benchmarks from robotics programs in the US, China, and Europe, the series reveals why the central question isn't automation versus employment—but visible sovereignty versus algorithmic dependence.