01 / AI systems
Agents, not chat windows
Catalogued services with cards, skills, auth, and safety notes. If a workflow cannot compose, it is a demo. I cover the contract, not the prompt.
What the heap covers / 05
Five layers.
One stack.
Same layers as the ticker. I do not sell a package. I brief the substrate: what binds, what shipped, and who can still attach.
02 / Compute
The machine room
Frontier, Lux, Discovery, AmSC, the 28 user facilities. Software only matters if the boxes stay full and a PI can reach them as one instrument.
03 / Robotics
Labs that run overnight
Closed-loop experiment. INTERSECT, embodied AI, robots that generate the next training set. Models without overnight loops are incomplete.
04 / Energy
Watts and interconnect
Power is the constraint. Interconnection queues, firm generation, Paducah, SPARK. Genesis-scale compute is a watts problem wearing an AI badge.
05 / Institutions
Who can attach
Labs, program offices, deep-tech capital, founders who missed the RFA. Consortium, user-facility peer review, SBIR, paid leadership-compute. The 278 are a cohort, not a caste. I write for the next thousand people, not a recap of the first list.
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