Delivering Compute, Defining the Institutions
Real people. Real work. Real talk.
Conversations with the executives, founders and operators who build and power the projects behind AI, manufacturing and construction. Hosted by Robert Zimmerman.
Latest episode
Data Centers: Think Small
October 3, 2026 · 46 min · with Meltem Ballan, Concrete Engine
What we cover
Seven layers. One job: get compute online.
None of these works alone. A chip is nothing without power, power is nothing without a crew to build the plant, and nobody builds without the money to pay for it. We look at how the layers fit, and where they come apart.
- AIThe demand. What the models need, and what software really changes on a jobsite.
- EnergySpeed to power. Transformers, utility connections and on-site generation.
- InfrastructureThe grid, the water, the roads and the sites that have to exist first.
- ConstructionThe trades and the schedules that turn a press release into a building.
- TechnologyThe tools that help the field, and the ones that only write the problem down faster.
- ManufacturingThe gear. Who makes it, how long it takes, and what happens when it doesn't ship.
- InvestmentThe capital behind it all, and what it takes to keep the money confident.
Recent episodes
Listen
84 episodes and counting, new conversations every week.
Our guests
Who sits at the table
Founders, operators and builders talking about real projects. Tap a clip to watch.
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Trayd
