Luminary is a venture studio that paves the way for energy & AI technology to actuate faster.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 70 | Founded | 2 years ago | Last Issue | 2 days ago |
| Active | |||||
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luminarystrategies.substack.comLatest Issues
The Chakra of Electron Arbitrage Grows Electricity Infrastructure Prosperity
That’s the voice of Alan Watts there, at the beginning and at the end of the educational video we showed today at the Latitude Media Flex Summit 2026 in Austin, Texas. And below, is the keynote:
“Alan Watts called himself a philos...
The Cost of Moving Too Slowly on Load Flex
Why I signed a letter demanding more from PJM—and what Texas is teaching us about the future of power for AI.
A faster interconnection queue is not necessarily a better interconnection product that can be commercially developed, underwritt...
Our Website Launch: ProsperousInfra.ai
Our Prosperous Infrastructure Website is live. It is the flagship platform at Luminary Strategies and it is what we have been building ever so quietly, and actuating ever so loudly.
In just two years, this platform has supported over seven...
The Utility Math Monster Eating America’s Cookies
Right as I was getting off the phone in Porto, with a gentleman in another European country frustrated with the climate crisis of gas-for-AI, rung me up to ask for my analytical leadership contributions to interrogate this ridiculous momen...
Load Flex Checkin: What's Happening and Why
Across nearly every major U.S. power market, regulators and system operators are now working through some version of a concrete solution to this fun little problem:
How much grid access can a customer receive, how quickly, in return for ac...
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Authors
The writers behind this newsletter.
Luminary Strategies is a strategic venture studio. It invests in actuation of a defiant mission statement: to only invest in Prosperous Infrastructure. Teach What I Know, is exactly what it sounds like. Anything I build, I share.
Jigar Shah is an energy entrepreneur and 2024 TIME100 honoree. He co-founded Multiplier, revitalized the DOE Loan Programs Office, founded SunEdison, and Generate Capital. He hosts the Energy Empire vodcast and the Open Circuit podcast.
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