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The Missing Layer: Why the AI Economy Needs an ROI Operating System
Menlo Ventures reported at the end of last year that their data reported that enterprise companies spent $37 billion on generative AI in 2025, up from…
Apr 23
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The Last Millisecond: Why the AI Economy Runs on Edge Compute
Exploring opportunities to build compute for highest-importance use cases at the metro-edge
Apr 14
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Patricia Tang
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Mantis Space: Building the Power Grid for the Orbital Economy
Why we invested in Mantis Space's $10M round to build space's first power utility
Mar 17
8
Why Wait for Nuclear? One Solution Is Under Our Feet
TL;DR: Geothermal is the Power Solution You’re Overlooking
Mar 5
10
Retiring the “Human API”: Building the Agentic Future of Engineering
How AI can automate the future of engineering
Feb 19
The Illinois Signal: A Modern Framework for State-Level Energy Policy
Montauk Capital's CIO, Evan Caron, unpacks Illinois' Clean and Reliable Grid Affordability Act (CRGA) and its implications for the U.S. energy sector
Nov 12, 2025
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Our Top Observations from New York Climate Week 2025
Why this year marked the end of “climate tech” as we knew it, as well as the rise of a new era.
Oct 6, 2025
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Weathering the Storm: How AI Can Strengthen Grid Resilience
As extreme weather drives more outages, utilities must take advantage of AI to modernize both infrastructure and customer response.
Aug 25, 2025
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Montauk Capital
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