Independent research & writing
Kyle Wisniewski
Research on frontier AI and its effects on markets, institutions, and the global economy.
Explore selected researchAI, Power, and Strategic Infrastructure
What turns AI electricity demand into reliable infrastructure—and who bears the cost?
The paper argues that AI’s power constraint is delivery: electricity at the right grid node, voltage, reliability standard, and date.
Explore selected research
Selected investigations
All researchNuclear capacity contracted by hyperscalers, 2024 to 2026
Megawatts · term length in the note · prices undisclosed in every case
The Substation
The buildout isn't short of money or chips. It's short of megawatts with a delivery date, and the contracts, the queues, and the turbine order books say so in writing.
Company disclosures, grid-operator reports, and equipment order books.
Read the analysisIn-sample efficient frontier, 2015–2021 estimates
% annualised · in-sample moments · notebook 02
Portfolio optimization under estimation error
The fitted max-Sharpe portfolio weakened materially on later data.
15 ETFs · Fit: 2015–2021 · Evaluation: 2022–2026. One fixed-weight evaluation; no transaction costs.
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Selected writing
All writing- Why Flexible Exchange Rates Aren't a Cure-All for Developing EconomiesCurrency flexibility can absorb shocks, but its effects depend on pass-through, institutional credibility, liquidity support, and the structure of the economy.Comparative institutional synthesis using IMF and Federal Reserve sources; the lab is used only for its evidence taxonomy, not as currency-policy evidence.
- The 2022 World Cup and the Ethics of SpectacleQatar 2022 as a study in preventable crisis — spectacle, money, national image, and what happens when reputation management is mistaken for accountability.Academic crisis-communication case analysis.
- Basketball, Identity, and the Shape of AgencyRole pressure, self-belief, and the institutions that shape athletes — sport as both a liberating and constraining force.Qualitative academic interview project and reflective analysis.
Background
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Professional work
Manager, Data and AnalyticsUniversity of Denver — Daniels College of Business
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Research questions, correspondence, and professional inquiries.