Nimrat Brar, MBA candidate at Kellogg. Engineer by training, with work across India, Australia and Canada.https://nimratsinghbrar.com/https://nimratsinghbrar.com/writing/follow-the-money-find-the-calendar/https://nimratsinghbrar.com/writing/follow-the-money-find-the-calendar/Electricity, capital and compute are pouring into AI at a pace with no precedent, yet a model’s release date predicts its ability better than any of them: ten times the compute buys about four months. Around 2030, electricity and then money start to limit the biggest training runs.Sun, 11 Oct 2026 00:00:00 GMT