Resilience in the Age of AI: Transforming Heavy Industry, Energy, and Infrastructure | The Curious Learners Ep. 44

In the latest episode of The Curious Learners, my AI co-hosts and I explore a theme that’s become central to my investing journey: resilience.

Not just in the narrow sense of withstanding shocks — but in a broader, more dynamic sense: how our energy systems, industrial processes, and infrastructure can become more adaptive, more efficient, and more climate-aligned in the face of growing uncertainty.

And there’s one technology that’s quietly showing up everywhere: Artificial Intelligence.

From steel mills optimizing scrap recipes to ports cutting idle time with smarter logistics, to power grids forecasting and rerouting energy flows in real time — AI is beginning to reshape how foundational sectors operate. This isn’t just about marginal gains. It’s about building resilience by design.

This episode draws from my recent article — Resilience in the Age of AI — a piece that weaves together insights from the latest IEA Energy & AI report, real-world stories from companies like Maersk, Fortescue, Shell, and Gerdau, and reflections from the IEA Global Conference on Energy and AI, which I attended in late 2024.

Whether you’re a founder, an investor, or just curious about where industrial transformation is headed — this one’s for you.