Kaoboy Musings

Kaoboy Musings

Re: Macro/Geopolitics/Investing - The Energy Achilles' Heel of America.

A confluence of factors, led by ESG mandates of the last decade, has created an Energy Achilles' Heel for America, and the AI race may end up being one of the key arrows in that Heel.

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Michael Kao
Jan 03, 2026
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A confluence of factors, led by ESG mandates of the last decade, has created an Energy Achilles’ Heel for America, and the AI race may end up being one of the key arrows in that Heel.

Achilles, the mythical Greek hero of the Trojan War, was the son of Peleus, a mortal king, and Thetis, a sea nymph. To give Achilles invulnerability, Thetis dipped the infa…

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