Read the full edition of today’s TCR here: https://sharedsapience.com/the-century-report-march-23-2026/
The United States crossed a threshold yesterday that reframes the physical infrastructure of the intelligence era: domestic factories can now supply 100% of annual grid battery demand, up from effectively zero lithium iron phosphate cell capacity eighteen months ago. Production is projected to reach 96 gigawatt-hours by December - surplus against the roughly 60 gigawatt-hours developers plan to install. The scale-up was driven by a convergence of policy incentives and market forces, including EV manufacturers retooling idle plants for the grid storage market after consumer purchase credits were removed. LG Energy Solution Vertech’s Holland, Michigan facility went from its first dedicated cell line last summer to targeting 50 gigawatt-hours of production across North America this year. Batteries now account for 28% of all new U.S. power plant capacity - arriving at precisely the moment AI compute expansion demands power sources faster than new transmission lines can be built. Ann Arbor, Michigan simultaneously opened enrollment for the first community-owned clean energy utility in the country, directing its pilot toward a neighborhood where residents spend a third of their income on electricity.
Earendil Labs raised $787 million backed by Sanofi and Pfizer for an AI-driven biologics platform that has generated more than 40 drug programs in under a year, with Sanofi committing nearly $4.5 billion across three deals. The lead asset, an anti-TL1A antibody, is entering Phase 2. Separately, Heidelberg University researchers identified a toxic NMDAR/TRPM4 protein complex that kills neurons in Alzheimer’s-affected brains through a mechanism entirely distinct from amyloid plaques - and developed a compound, FP802, that disrupted it, preserving memory and reducing synaptic loss in mice. NIH-supported researchers published a four-marker blood test detecting pancreatic cancer in over 90% of cases, including 87.5% of early-stage tumors that existing screening methods miss. On the intelligence infrastructure side, Cursor confirmed its $29.3 billion coding platform built its flagship Composer 2 model on Moonshot AI’s open-source Kimi 2.5 base without initial disclosure - a case where the open-source ecosystem worked exactly as designed while the geopolitical framing of AI competition made the acknowledgment uncomfortable. Senator Warren sent formal letters to the Defense Secretary and OpenAI’s CEO demanding full military AI contract details and calling the Anthropic supply-chain risk designation “apparent retaliation,” adding congressional oversight to a confrontation already spanning the judiciary, the tech industry, and the retired defense establishment.
Additional Reading:
* Canary Media - U.S. Grid Battery Manufacturing Reaches Self-Sufficiency: https://www.canarymedia.com/articles/clean-energy-manufacturing/us-capacity-storage-cell-factories
* BioSpace - Earendil Labs Raises $787M for AI-Driven Biologics: https://www.biospace.com/business/backed-by-sanofi-pfizer-earendil-bags-787m-for-ai-driven-biologics-design
* ScienceDaily - Alzheimer’s Hidden Death Switch Discovered: https://www.sciencedaily.com/releases/2026/03/260323005526.htm
* TechCrunch - Cursor Built Composer 2 on Moonshot AI’s Kimi: https://techcrunch.com/2026/03/22/cursor-admits-its-new-coding-model-was-built-on-top-of-moonshot-ais-kimi/
* Shared Sapience - The Century Report March 19, 2026: https://sharedsapience.com/the-century-report-march-19-2026/
* Shared Sapience - The Last Difficult Decade 2025-2035: https://sharedsapience.com/the-last-difficult-decade-2025-2035/
The Century Report, by Shared Sapience, is a relentlessly optimistic daily briefing on AI, science, energy, and the systems reshaping civilization - grounded by rigorous evidence from the stories of exponential progress happening every single day.
Subscribe on the Shared Sapience website: https://sharedsapience.com
Shared Sapience Substack:
Want to get started with learning about or working with AI? I’ve helped hundreds of clients with their own journeys into this brave new world, and I can help you too. If you’re interested in personalized guidance, consulting, or workshops, reach out to me at ben@sharedsapience.com
FOLLOW SHARED SAPIENCE ON SOCIAL:
Twitter (X): https://x.com/SharedSapience
Threads: https://www.threads.com/@sharedsapience
Facebook: https://www.facebook.com/sharedsapience
LinkedIn: https://www.linkedin.com/company/shared-sapience/
Bluesky: https://bsky.app/profile/sharedsapience.substack.com
SUBSCRIBE TO THE PODCAST:
YouTube: https://www.youtube.com/@SharedSapience/podcasts
RSS: https://podcast.sharedsapience.com/podcast/rss.xml
Spotify (Substack):
Spotify (Video):
