<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd"><channel><title><![CDATA[MacroMashup Season 2: The AI Grid Report ]]></title><description><![CDATA[The AI economy runs on the grid.
Grid expansion does not move at the speed of AI adoption.
We track the mismatch — and what it means for capital.
 <br/><br/><a href="https://www.theaigridreport.com?utm_medium=podcast">www.theaigridreport.com</a>]]></description><link>https://www.theaigridreport.com/podcast</link><generator>Substack</generator><lastBuildDate>Thu, 06 Aug 2026 15:10:46 GMT</lastBuildDate><atom:link href="https://api.substack.com/feed/podcast/8073505.rss" rel="self" type="application/rss+xml"/><author><![CDATA[Neil Winward]]></author><copyright><![CDATA[Neil Winward]]></copyright><language><![CDATA[en]]></language><webMaster><![CDATA[theaigridreport@substack.com]]></webMaster><itunes:new-feed-url>https://api.substack.com/feed/podcast/8073505.rss</itunes:new-feed-url><itunes:author>Neil Winward</itunes:author><itunes:subtitle>The AI economy runs on the grid.
Grid expansion does not move at the speed of AI adoption.
We track the mismatch — and what it means for capital.
</itunes:subtitle><itunes:type>episodic</itunes:type><itunes:owner><itunes:name>Neil Winward</itunes:name><itunes:email>theaigridreport@substack.com</itunes:email></itunes:owner><itunes:explicit>No</itunes:explicit><itunes:category text="Business"><itunes:category text="Investing"/></itunes:category><itunes:category text="Science"><itunes:category text="Physics"/></itunes:category><itunes:image href="https://substackcdn.com/feed/podcast/8073505/86a53d6037103a008038063730d24320.jpg"/><item><title><![CDATA[Live with Neil Winward & Andy Masley - Everything You Hate About Data Centers - But Shouldn't]]></title><description><![CDATA[ <br/><br/>This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://www.theaigridreport.com/subscribe?utm_medium=podcast&#38;utm_campaign=CTA_2">www.theaigridreport.com/subscribe</a>]]></description><link>https://www.theaigridreport.com/p/live-with-neil-winward-and-andy-masley</link><guid isPermaLink="false">substack:post:207048899</guid><dc:creator><![CDATA[Neil Winward and Andy Masley]]></dc:creator><pubDate>Tue, 14 Jul 2026 19:14:03 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/207048899/da4316b068595ccb9c9162f96de2f1a6.mp3" length="49024669" type="audio/mpeg"/><itunes:author>Neil Winward and Andy Masley</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>3064</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/8073505/post/207048899/86a53d6037103a008038063730d24320.jpg"/></item></channel></rss>