Orthogonal
Phil HellerMy personal Substack for thinking orthogonally about AI and legal.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 47 | Founded | 2 months ago | Last Issue | 8 days ago |
| Active | |||||
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philheller.substack.comLatest Issues
The AI Infrastructure Building Boom, Part IV: The Mystery of Monolithic Data Centers
Part I of this series looked at who is building the AI infrastructure. Part II looked at why commercial real estate, construction, private capital, utilities, and local governments were ready for data centers to become the next growth categ...
The AI Infrastructure Building Boom, Part III: The Rapid Chip Lifecycle vs. the Long Data Center Horizon
Part I of this series described the various players in the AI infrastructure boom. Part II looked at why data centers became so attractive to the real estate and construction economy. Put the AI story aside for a moment, and the argument wa...
The AI Infrastructure Building Boom, Part II: A Commercial Real Estate Reboot
The first article in this series looked at the players behind the AI infrastructure boom. This one looks at the simpler, less technical question underneath the buildout: why did data centers become so attractive so quickly?
Put the AI stor...
The AI Infrastructure Building Boom: The Players Building the Stage
The public story of AI data centers usually begins with the technology companies.
The AI labs need more compute. The cloud platforms need more capacity. The chipmakers sell the GPUs. The models get bigger. The data centers follow.
That st...
Lionel Messi's Beautiful Game
Lionel Messi
On Monday, June 22, 2026, Messi scored twice in Argentina’s 2-0 win over Austria in Arlington, Texas, giving him 18 career World Cup goals and sending Argentina into the knockout stage. His first goal broke the all-time World...
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