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READResearch · Cities & Infrastructure
Technology advances as the physical world degrades
We study how cities, energy, trade, and infrastructure are shaping the AI revolution.
The Thesis
Geography is a binding constraint
Economic ambition runs into physical limits: grids, corridors, housing, water, and logistics. Where infrastructure can be built determines where growth and capability can land.
The Power Curve studies the spatial organization of growth: how cities and infrastructure enable or throttle the systems that compound advantage.
- Where capacity can be built
- Energy and grid limits
- Housing and labor mobility
- Logistics and corridors
Key Questions
What we study
- Where can new capacity physically be built, and how fast?
- How do energy, grid, and water constraints reshape the map?
- How do housing and mobility shape labor markets and growth?
- Which corridors and logistics networks decide competitive position?
Selected Research
Publications on cities & infrastructure
AI for Enterprise
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READResearch Streams
Six domains for understanding power, capability, and structural advantage.
Together, they provide a framework for understanding how capability is built, transformed, and sustained.
01
Strategic Competition
How states, firms, and institutions compete through technology, industrial capacity, alliances, statecraft, and economic leverage.
Explore 02Advanced Technology
AI, compute, frontier infrastructure, data, productivity, and the systems that convert invention into capability.
Explore 03Capital & Markets
Capital allocation, investment cycles, fiscal capacity, financial systems, rates, risk, and markets.
Explore 04Institutions
State capacity, governance, legitimacy, regulation, coordination, trust, and execution.
Explore 05Cities & Infrastructure
Urban systems, energy, logistics, housing, resilience, and the physical geography of growth.
Explore 06Decisions Under Uncertainty
Frameworks for strategy, judgment, resource allocation, and institutional choice when information remains incomplete.
ExploreSubscribe
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