The Distributed Home Data Center Fallacy
In April 2026, SPAN announced XFRA, a distributed data-center architecture in which exterior-mounted compute nodes are used. It's fundamentally a bad idea.
A collection of 4 posts
By: Nicholas Johnson
In April 2026, SPAN announced XFRA, a distributed data-center architecture in which exterior-mounted compute nodes are used. It's fundamentally a bad idea.
By: Nicholas Johnson
Over the last several months, I've been helping several other founders who are early or have had to pivot from their original idea. Each time I encounter the same friction or resistance from founders, I have been there myself, facing the pushback of talking with customers and asking
By: Nicholas Johnson
Context: A deep dive into Orange’s last three quarters—covering GTM execution, revenue growth, hardware challenges, and the unique dynamics of selling into multifamily properties. Focuses on business model design, utilization, connectivity, and why Orange’s approach is fundamentally different from traditional EVSE providers. Post Body: When we started
By: Nicholas Johnson
Orange was born in 2020 to solve a simple problem: EV charging doesn’t work for renters. We built plug-and-play chargers and a scalable network for multi-family housing—because the future was here, and it had nowhere to plug in.