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Not the symptom. The mechanism underneath it. Essays on climate tech, earth observation, energy markets, and the systems that shape them.
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Commercial EO has a pricing problem. Reform at the pricing layer cannot solve it because the missing thing is one layer underneath, and it is not technical: the institutional translation desk between mandate-driven demand and supplier-readable specifications.
Read →If you are building agentic GeoAI, your architecture is one of four things. They look similar in marketing copy and behave differently in what they carry and drop on the way to a buyer's decision. As of May 2026, no commercial agentic GeoAI product publicly documents a buyer decision driven specifically by the LLM layer.
Read → 29 Apr 2026Boundary Condition #2. The conditions for becoming infrastructure are identifiable across many domains, not just weather. Most commercial Earth Observation doesn't meet them.
Read → 16 Apr 2026Of the nine planetary boundaries, six have been crossed. The one breached most severely — nitrogen, transgressed by more than three times the safe rate — is the one almost nobody discusses. The system that produces the damage also produces the silence.
Read → 9 Apr 2026Two climate risk providers assess the same building under the same scenario. One says high flood risk. The other says zero. The divergence is not an outlier. It is the documented norm across every major benchmarking exercise to date.
Read → 31 Mar 2026Between 2021 and 2022, five Earth Observation companies went public promising commercial customers. Combined projections exceeded $5.7 billion by 2025. Actual revenue came in under $680 million. Most of it came from the military.
Read → 25 Mar 2026Climate change is the first environmental problem in the historical record where every structural condition for coordination is absent at once. The alternatives exist. The system that needs to change cannot profit from switching.
Read → 18 Mar 2026The EU spent nearly €10 billion on Copernicus and over €300 million on Destination Earth. Six regulations now require satellite data for compliance. None of them references a common standard. The observation system does not produce one.
Read → 10 Mar 2026The country that produced Linux, modern semiconductors, and the world's wireless infrastructure is systematically dismantling the conditions that made any of it possible.
Read → 4 Mar 2026A satellite images a farmer's soil every six days with precision no ground sensor matches. She has never seen the data. No app delivers it. The satellite might as well not exist. 150 years of weather history explains why.
Read → 27 Feb 2026The EU's carbon market was designed to eliminate emissions. It built a financial industry that needs them to continue. Four design choices, each economically logical, each producing consequences the designers never modelled.
Read → 19 Feb 2026Every institution was designed for a planet that no longer exists. AI in Earth observation is the most sophisticated epicycle ever built — transforming how we see the planet while delivering that seeing into frameworks that can only absorb information confirming the world they were designed for.
Read → 15 Feb 2026A fifteen-year story of how a climate tech company became a defence contractor — not through one dramatic decision, but through a thousand small rational ones. No single decision was wrong. That's the whole point.
Read → 12 Feb 2026Europe prices all electricity at the cost of the most expensive generator running. You pay gas prices for wind power. The system was designed for fuel-burning grids. It's now absurd — and five interlocking feedback loops keep it locked in place.
Read → 5 Feb 2026Finland's unemployment hit 10.3% — highest in the EU. This isn't bad luck. It's what happens when you simultaneously deplete healthcare, education, R&D, and employability stocks while restricting immigration.
Read → 3 Feb 2026Science rewards complexity. Commercial markets reward clarity. The gap between what we're trained to build and what buyers actually need explains why brilliant Earth observation companies keep defaulting to defence.
Read → 29 Jan 2026We have more eyes on Earth than ever. Thousands of satellites capture terabytes daily. But we keep fitting transformative data into frameworks built for a planet that no longer exists.
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