Analysis New York Paused Data Center Permits. Fifteen Days Later, an Analyst Cut Caterpillar. Executive Order 62 froze state permitting for data centers of 50 MW and up. On July 29, Baird downgraded Caterpillar and cut its target from $1,200 to $900, naming that moratorium. The constraint on the AI buildout is turning out to be permitting, not power. Hugo Pegley · Jul 30, 2026
Analysis Every Construction Tech Startup in the YC Winter 2026 Batch Y Combinator's Winter 2026 cohort — roughly 190 companies, Demo Day March 24, 2026 — included five startups building for construction, trades, and property technology. Here is every one of them: what they do, who built them, and what the batch says about where the industry is heading. Hugo Pegley · Jun 12, 2026
