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Craig Tindale

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Substack
PricingOnly free issuesPublishesDaily
Issues64Foundeda year agoLast Issue23 days ago
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Latest Issues

Five Contracts, One River

In August 2026, exceptionally low water has pushed the Rhine to record lows around Kaub, the narrow, shallow section of the river between the great industrial systems of northern and southern Germany. Commercial barge traffic has become sev...

23 days ago
67
15

The Copper Residual

We are trying to build a world powered by green energy and AI, but the physical materials needed to support that goal remain unavailable and are, by any reasonable analysis, unobtainable by any means.

During the mining industry’s most prod...

a month ago
106
30

The Importance of Being Obsolescent

The central problem is paradigm obsolescence across mainstream economics and Wall Street.

Tooze and co as bright as they are, are still applying an engagement-era economic paradigm, a market-centric model designed for a world China is...

a month ago
39
13

The Metabolism of Artificial Intelligence

The durable advantage in the AI race is cadence, not capacity: not the megawatts a site commands but the rate at which those megawatts convert to compute.

A frontier datacenter is closer to a living thing than a capital asset. The buildin...

a month ago
28
8

The Next Evolution in Human Logic

The AI conversation treats hallucination as new, as if fake certainty began with language models. It’s an extension of a problem we already had. AI just made it visible, because its errors are fast, cheap, and easy to ridicule. Institutions...

2 months ago
44
9

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