Amir Kabir · 22 October 2026 · Investment Thesis

Edition 68 | 2026 — The Grid Becomes a Control Problem

Amir Kabir, MP @ Overlook Ventures

As AI and renewables transform the grid from a physics problem into a software control problem, grid failures will become shorter, more frequent, and harder to insure—creating urgent demand for distributed security, parametric insurance, and algorithms that monetize stability.

Read the full post on Amir Kabir ↗

Topics: Energy & Climate · AI (Horizontal) · Cybersecurity

Published by Amir Kabir · their site ↗

More from Amir Kabir

SandHill indexes 800+ venture capital blogs and newsletters and sends the best of them every Sunday. Browse the sources · browse by topic · read the blog.