Michael Keen

AI, Taxes, and the Real Story Behind the Tech Layoffs The last three years exposed how fragile the tech labor market really was. Tens of thousands of roles disappeared.

AI, Taxes, and the Real Story Behind the Tech Layoffs www.linkedin.com/pulse/ai-tax... #AI #TechLayoffs #FutureOfWork #CEO #CIO #COO #WorkforceTransformation #TaxReform #Section174 #GenAI #AIWorkforce

AI, Taxes, and the Real Story Behind the Tech Layoffs The last three years exposed how fragile the tech labor market really was. Tens of thousands of roles disappeared.

This isn’t a story about disruption. It’s a story about convergence. Section 174 tax changes, pandemic-era headcount growth, a capital reset, & real productivity shifts from generative AI collided across the same time window. #CEO #CIO #COO #CDO #AI #Jobs #Taxes www.linkedin.com/pulse/ai-tax...

The Market Realities That Could Stall America's Energy Future Executive Summary

New whitepaper out now.
🔎 Why tax credits, supply chains, and grid access are colliding
🔎 What investors, policymakers, and developers need to rethink

Read here: buff.ly/2qFE0hj

#GreenEnergy #EnergyInvestment #GridInfrastructure #FutureOfEnergy

The Market Realities That Could Stall America's Energy Future Executive Summary

The hype cycle around clean energy is deafening. But the fundamentals?

Less certain. More constrained. Often overlooked.

Here’s what I found: buff.ly/2qFE0hj

#Sustainability #ClimateAction #ElectricGrid #EnergyStrategy

The Market Realities That Could Stall America's Energy Future Executive Summary

Transmission delays. Interconnection bottlenecks. Tax credit pressure.

The renewable energy boom is real—but so is the storm brewing beneath it.

Whitepaper here: buff.ly/2qFE0hj

#Renewables #EnergyPolicy #Infrastructure #ClimateRisk

The Market Realities That Could Stall America's Energy Future Executive Summary

Everyone’s cheering the clean energy boom. But what if it’s headed for a wall?
My latest whitepaper breaks down the structural risks no one wants to talk about.

Read here: buff.ly/2qFE0hj

#EnergyTransition #CleanTech #GridCrisis #PolicyRisk

This isn’t just a policy challenge. It’s a national competitiveness issue. If we don’t align timelines, supply chains, and grid capacity, the clean energy future will stall.
#EnergyStrategy #USPolicy #CleanEnergy #ClimateLeadership

Stockpiling is already happening. 50 GW of solar panels are sitting in warehouses. Expect more hoarding as timelines compress.
#EnergyEconomics #SolarBoom #GridLock #InvestmentTrends

Transmission systems need to expand by 60% by 2030. But normalized capacity is actually declining. We’re racing forward with one foot on the brake.
#GridCapacity #RenewableEnergy #ClimateTech #PublicPolicy

Grid-ready land near substations is becoming more valuable than the projects themselves. Location is now a strategic moat and a source of distortion.
#Transmission #EnergyMarkets #CleanEnergy #InfrastructureGap

China controls 75%+ of the global solar supply chain. Even with U.S. investment, FEOC rules will choke deployment unless compliance becomes manageable.
#SupplyChain #EnergySecurity #SolarPV #FEOC

The renewable energy boom is running headfirst into three walls: equipment shortages, interconnection backlogs, and transmission bottlenecks. We don’t have a deployment problem; we have an infrastructure problem.
#CleanEnergy #GridCrisis #Infrastructure #EnergyTransition

The 45-day Treasury guidance delay isn’t relief, it’s the calm before the storm. Once guidance drops, competition for equipment, grid space, and labor will spike.
#CleanTech #TaxCredits #EnergyMarket #Renewables

Substations take 24–36 months to build. Some federal permits take 4+ years. The tax credit window? Two years. These timelines don’t align, and that’s a strategic crisis.
#GridModernization #PermittingReform #EnergyInfrastructure #ClimateAction

AI commoditization is real. From models to infrastructure, the gap is closing fast. Your only edge? How well you combine AI with distinct human capabilities.
#AIAdoption #WorkforceStrategy #InnovationCulture #TechLeadership #CEO #CIO #COO #Strategy #CompetitiveAdvantage

Data moats are a myth. Synthetic data, privacy laws, and plateauing performance mean you can’t rely on volume alone to win. Strategy needs more than inputs.
#AI #StrategicLeadership #BusinessTransformation #AIStrategy #CEO #COO #CIO

First-mover advantage in AI? Temporary. What matters long-term is your ability to build systems, talent, and workflows others can’t replicate.
#CompetitiveAdvantage #AI #OrgExcellence #DigitalOps #CEO #CIO #COO #Strategy

Sustainable advantage = people + culture + execution. Not your GPU budget. Stop looking at AI as your differentiator; it’s your amplifier.
#AI #ExecutionMatters #HumanCapital #InnovationEdge #Strategy #CEO #COO

CoreWeave + Core Scientific: Why 1.3 GW of Power Became the Hottest AI Asset What happens when electricity, not GPUs, becomes the scarcest AI input?

CoreWeave isn’t just scaling AI—it’s buying the power to fuel it. The $9B Core Scientific deal signals a new phase: where cloud meets utility, and megawatts are the moat. This is the future of AI infrastructure. #AICloud
#EnergyStrategy #TechMergers
#GridCapacity open.substack.com/pub/michaelk...

CoreWeave + Core Scientific: Why 1.3 GW of Power Became the Hottest AI Asset What happens when electricity, not GPUs, becomes the scarcest AI input?

CoreWeave just bought 1.3 GW of energized power by acquiring Core Scientific for $9B. This isn’t about hosting, it’s about controlling the grid. In AI, electricity is the new scarcity. open.substack.com/pub/michaelk...

#AIInfrastructure
#DataCenters
#CoreWeave
#PowerIsTheMoat

This Is a War with Iran At 2:18 a.m.

The U.S. bombed Iran’s nuclear sites & claimed, “We’re not at war with Iran, just its program.”

That’s a legal fiction. You bomb sovereign territory, you’re at war with the state.

My breakdown of the strategic & legal delusion:
open.substack.com/pub/michaelk...

#Iran #UseOfForce #Geopolitics

Des Moines Women's Sports Bar Leveling The Playing Field

I love to get behind businesses like this!! I have become a women's sports fan and will support this! #WomensSports #Sports #Fans #WomensSportsBar #WomensAthletics #Community #Funding givebutter.com/XFwQgX?utm_s...

a man with a beard wearing a plaid shirt is sitting in front of a window ALT: a man with a beard wearing a plaid shirt is sitting in front of a window

she should just crawl back under that Tea Party rock in which she sprang from. Bye Felisha!

Resistance is NOT futile

This isn’t about helping kids. It’s about normalizing the presence of religion in public institutions. Iowa must say no. buff.ly/Jk7TJfs
#ProtectOurSchools #StopHF884

Ask any teacher: Do they want untrained religious chaplains in their classrooms? No. They want funding, time, and real support. buff.ly/Jk7TJfs
#SupportEducators #EducationNotEvangelism

The First Amendment is clear. Government can’t endorse religion. HF 884 ignores that completely. buff.ly/Jk7TJfs
#DefendTheConstitution #IowaPolitics

HF 884 doesn’t reflect what Iowa educators need. It reflects what outside religious lobbyists want. That’s the real problem. buff.ly/Jk7TJfs
#GOPOverreach #PublicEducation

This bill is a legal time bomb. Once you allow one religious chaplain in public schools, you can’t stop others—whether you like it or not. buff.ly/Jk7TJfs
#ChurchAndState #IowaLegislature

No licenses. No oversight. No place in schools. HF 884 risks the safety of Iowa’s students under the pretense of “spiritual care.” buff.ly/Jk7TJfs
#ProtectOurSchools #StopHF884