Stuart Loren
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Stuart Loren
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In this episode of Algo Ego, I sit down with Stuart Loren — investor, former lawyer, and one of the sharpest voices on AI-driven economic change. Stuart and I talk about how he shifted from corporate law to institutional investing, and why themes like AI, energy supply, and social disruption now sit at the center of his work.
We dig into Jevons’ Paradox and what 19th-century coal demand can teach us about today’s GPU-powered world — including why data centers may jump from 3% to 12% of U.S. electricity use. Stuart explains how this fuels a new global race for power infrastructure, why China is over-building on purpose, and why the West risks falling behind.
We also cover his thesis on social disaffection, how AI may reshape white-collar careers, and what happens when tech giants move from software margins to owning physical assets like data centers and energy. Stuart shares what this means for investors, governments, and the future of cities like Chicago.