The System Is Tightening: Energy, AI, and a Fragile Market – Part 2: The Narratives Holding It Together
Beneath the surface tension we explored in Part 1 lies something equally important: the stories the market tells itself. Right now, several powerful narratives are keeping confidence alive. They’re persuasive, widely believed, and backed by real money. But they’re also increasingly at odds with the tightening structure beneath them. 1. “AI Will Drive the Next […]