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The Constraint Has Moved
One month in, the same pattern keeps showing up: the grid constraint hasn’t disappeared—it has shifted
Apr 30
•
Neil Winward
32
March 2026
🎙️5-Minute MACRO DEBRIEF
SCORING THE GRID
Mar 28
•
Neil Winward
1
6:46
Scoring The Grid
A Framework for the AI Infrastructure Cycle
Mar 27
•
Neil Winward
31
1
Important Update for MacroMashup Subscribers
A quick note on some exciting news: As of March 31, 2026, we’re pausing the MacroMashup publication to launch The AI Grid Report, where we’ll focus…
Mar 23
•
Neil Winward
23
5-Minute Friday Macro Debrief
From Hormuz to HUMAIN
Mar 20
•
Neil Winward
1
3:01
From Hormuz to HUMAIN
How grid constraints are redirecting the $650B AI infrastructure boom
Mar 20
•
Neil Winward
2
Friday Macro Debrief: The Queue: Where AI's Grid Constraint Gets Real
The interconnection backlog has quietly become the chokepoint of the American energy system
Mar 13
•
Neil Winward
2
5:28
The Queue: Where AI’s Grid Constraint Gets Real
The interconnection backlog has quietly become the chokepoint of the American energy system
Mar 13
•
Neil Winward
2
1
The Grid Is the New Oil
Artificial intelligence is quickly becoming an electricity story.
Mar 11
•
Neil Winward
4
1
🎙 Friday Macro Debrief - Markets & Chokepoints
What the Straits of Hormuz and Grid Infrastructure Have in Common
Mar 6
•
Neil Winward
6:52
From Hormuz to the Grid: The Chokepoints That Matter
Markets are modeling AI disruption at software speed. But electricity infrastructure may determine how fast the real economy can absorb it.
Mar 6
•
Neil Winward
1
February 2026
The Physics That Markets Can’t Vote Away
The Week That Broke The Playbook
Feb 27
•
Neil Winward
1
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