Austin Vernon
Engineer writing about the physical economy — oil and gas, manufacturing, batteries, drones and what it costs to build things.
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What they believe
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A robotaxi designed around individual trips, rather than an owner's long list of requirements, serves a market significantly larger than any owned car model.
A robotaxi is serving individual trips rather than a long list of owner requirements. The design can focus on maximizing the number of trips it can profitably do rather than handling edge cases. That market is significantly larger than any owned car model.
austinvernon.siteSaid 27 Sept 2026This on korrents
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Changed their mind Global oil demand will peak around 2027
Now Before the pandemic, I thought peak demand would happen around 2027. It seems more likely now that peak demand was 2019, and we will see a plateau before significant decreases around 2030.
Said 21 Mar 2022This on korrents
The bold line is korrents’ wording; the quote is theirs. These one: what they wrote before what they said aloud, one per source, newest first.
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As its own page →Hiding
1 November
15 October
8 October
7 October
28 September
27 September
From one piece An Ode to Tesla's Cybercab 2 beliefs · austinvernon.site
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Their words
Tesla, like most others in the space, used a lot of deterministic code that looks good in demos but becomes brittle in deployment because of edge cases.
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Their words
A robotaxi is serving individual trips rather than a long list of owner requirements. The design can focus on maximizing the number of trips it can profitably do rather than handling edge cases. That market is significantly larger than any owned car model.
17 September
15 September
From one piece Defending Against Massed Drone Attacks 3 beliefs · austinvernon.site
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Their words
The most vulnerable and difficult to repair portions involve turning heavier compounds into gasoline and diesel, so electrifying ground transportation is a strong substitute.
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Their words
The US should perform well in the new era because the constraints for further proliferation (and defense) are in intelligence, systems integration, and control of Low Earth Orbit, not manufacturing or assembly.
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Their words
Large bases anywhere close to hostile actors are now obsolete in their current form.
28 August
11 August
11 July
10 July
From one piece How Ukraine Built a War Fighting State 3 beliefs · austinvernon.site
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Their words
In essence, the West has found its comparative advantage in providing financial resources and information, while the Ukrainians specialize in defense production. Ukraine would lose the war without this symbiosis.
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Their words
The downside is that Ukrainian strategic victory relies on a Russian collapse. The Ukrainians seem to lack the ability at this time to conduct a theater-wide, combined arms offensive with tactics and weapons adapted for drone warfare.
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Their words
Adverse selection is also present in resupply for items like drones. There is extreme variance in drone team efficacy, and poorly performing teams waste limited resources. The solution was a market and "currency" for units to buy equipment and supplies.
29 May
28 March
From one piece Solving the Strait of Hormuz Blockage 3 beliefs · austinvernon.site
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korrents.com
EVs, autonomous vehicles, electric and CNG trucks, and drone delivery should be deregulated.self-driving carselectric vehicles
Their words
EVs, autonomous vehicles, electric/CNG trucks, and drone delivery should be deregulated and unleashed.
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Their words
Markets ensure the disruption can't last more than 1-2 years.
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Their words
The most important thread holding this together is that markets be allowed to function. A ham-fisted attempt at controlling supply and demand could worsen the situation by limiting production growth and substitution. The global economy is remarkably resilient when it is free to adjust.
22 February
12 February
From one piece Speed Can Reindustrialize America 4 beliefs · austinvernon.site
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Their words
Ultra-short lead times are one of the most important features for buyers.
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Their words
Long lead times and soft costs, fueled by the world-leading US wages for "white collar" work, are the root cause of poor performance in low-volume production because there are few units to spread the soft costs over.
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korrents.com
Reviving American manufacturing needs a better business model rather than a planned economy.Their words
Reviving manufacturing doesn't require a planned economy, just a better business model.
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Their words
The US excels at high-volume manufacturing, but not low-volume manufacturing.
26 October 2025
5 October 2025
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Likedrcmnd.app
John D. Rockefeller: The Cleveland YearsTheir words
Thankfully, my research assistant, GPT-5, found some excerpts of the excellent book "John D. Rockefeller: The Cleveland Years" by Grace Goulder, which I bought and read.
18 August 2025
16 July 2025
5 July 2025
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Nothing matches.
Beliefs
Korrents What they believe 53 beliefs, 1 changed mind — each backed by an exact quote.
Each is a — compiled by korrents.com, not by them: the one-line wordings are korrents', the quotes are theirs.
Recent
A robotaxi designed around individual trips, rather than an owner's long list of requirements, serves a market significantly larger than any owned car model.
A robotaxi is serving individual trips rather than a long list of owner requirements. The design can focus on maximizing the number of trips it can profitably do rather than handling edge cases. That market is significantly larger than any owned car model.
An Ode to Tesla's Cybercab Said 27 Sept 2026
Deterministic code in self-driving software looks good in demos but becomes brittle in deployment because of edge cases.
Tesla, like most others in the space, used a lot of deterministic code that looks good in demos but becomes brittle in deployment because of edge cases.
An Ode to Tesla's Cybercab Said 27 Sept 2026
Large military bases close to hostile actors are now obsolete in their current form.
Large bases anywhere close to hostile actors are now obsolete in their current form.
Defending Against Massed Drone Attacks Said 15 Sept 2026
Show 50 more
The constraints on proliferating and defending against cheap drones are intelligence, systems integration and control of Low Earth Orbit, not manufacturing or assembly, which should favor the US.
The US should perform well in the new era because the constraints for further proliferation (and defense) are in intelligence, systems integration, and control of Low Earth Orbit, not manufacturing or assembly.
Defending Against Massed Drone Attacks Said 15 Sept 2026
Electrifying ground transportation is a strong substitute for the refinery processes that are most vulnerable to attack and hardest to repair.
The most vulnerable and difficult to repair portions involve turning heavier compounds into gasoline and diesel, so electrifying ground transportation is a strong substitute.
Defending Against Massed Drone Attacks Said 15 Sept 2026
A country's war effort improves when scarce resources flow to its most effective units rather than being spread evenly across all of them.
Adverse selection is also present in resupply for items like drones. There is extreme variance in drone team efficacy, and poorly performing teams waste limited resources. The solution was a market and "currency" for units to buy equipment and supplies.
How Ukraine Built a War Fighting State Said 10 Jul 2026
Ukraine's strategic victory depends on a Russian collapse, because it lacks the ability to conduct a theater-wide combined arms offensive suited to drone warfare.
The downside is that Ukrainian strategic victory relies on a Russian collapse. The Ukrainians seem to lack the ability at this time to conduct a theater-wide, combined arms offensive with tactics and weapons adapted for drone warfare.
How Ukraine Built a War Fighting State Said 10 Jul 2026
The West's comparative advantage in supporting Ukraine is financial resources and information, while Ukraine's is defense production, and Ukraine would lose without this symbiosis.
In essence, the West has found its comparative advantage in providing financial resources and information, while the Ukrainians specialize in defense production. Ukraine would lose the war without this symbiosis.
How Ukraine Built a War Fighting State Said 10 Jul 2026
Attempts to control supply and demand during a supply shock could worsen it by limiting production growth and substitution.
The most important thread holding this together is that markets be allowed to function. A ham-fisted attempt at controlling supply and demand could worsen the situation by limiting production growth and substitution. The global economy is remarkably resilient when it is free to adjust.
Solving the Strait of Hormuz Blockage Said 28 Mar 2026
Markets ensure the Strait of Hormuz disruption cannot last more than 1-2 years.
Markets ensure the disruption can't last more than 1-2 years.
Solving the Strait of Hormuz Blockage Said 28 Mar 2026
EVs, autonomous vehicles, electric and CNG trucks, and drone delivery should be deregulated.
EVs, autonomous vehicles, electric/CNG trucks, and drone delivery should be deregulated and unleashed.
Solving the Strait of Hormuz Blockage Said 28 Mar 2026
The United States is good at high-volume manufacturing and bad at low-volume manufacturing, and that is what its industrial weakness actually consists of.
The US excels at high-volume manufacturing, but not low-volume manufacturing.
Speed Can Reindustrialize America Said 12 Feb 2026
Reviving American manufacturing needs a better business model rather than a planned economy.
Reviving manufacturing doesn't require a planned economy, just a better business model.
Speed Can Reindustrialize America Said 12 Feb 2026
What makes low-volume American manufacturing uncompetitive is white-collar overhead and lead time, not the wage of the person running the machine.
Long lead times and soft costs, fueled by the world-leading US wages for "white collar" work, are the root cause of poor performance in low-volume production because there are few units to spread the soft costs over.
Speed Can Reindustrialize America Said 12 Feb 2026
Buyers of custom parts care more about how fast they arrive than about what they cost.
Ultra-short lead times are one of the most important features for buyers.
Speed Can Reindustrialize America Said 12 Feb 2026
An industrial robot does not replace labour, it shifts labour from hourly workers to scarce skilled ones.
The key is that robot arms are not labor-replacing, but labor-shifting.
Speed Can Reindustrialize America Said 12 Feb 2026
China installs more robots than America because it has a surplus of underemployed engineers, not because robots are self-evidently the right answer.
It has a surplus of STEM graduates that are often underemployed, while "Hukou" residency restrictions complicate hiring hourly labor in coastal factories.
Speed Can Reindustrialize America Said 12 Feb 2026
America cannot simply copy China's manufacturing methods, because which technology is correct depends on the local price of labour.
Second, technologies and market structure are contextual, where the US can't simply emulate China's manufacturing.
Speed Can Reindustrialize America Said 12 Feb 2026
The right tariff rate for a country trying to rebuild its manufacturing is zero.
Zero tariffs are the best way to help them.
Speed Can Reindustrialize America Said 12 Feb 2026
The scarce input in American manufacturing is high-end technical talent, and industrial policy consumes it rather than creating it.
Industrial policy almost inevitably consumes more skilled labor and reduces what we can produce.
Speed Can Reindustrialize America Said 12 Feb 2026
The real cost of the CHIPS Act is the technical talent it ties up, not its fifty-billion-dollar price tag.
The CHIPS Act might still be a positive, but the cost is almost certainly many times the $50 billion price tag.
Speed Can Reindustrialize America Said 12 Feb 2026
For small strategic materials markets like rare earths the right policy is a stockpile, not domestic production.
Stockpiles provide insurance while conserving our valuable labor.
Speed Can Reindustrialize America Said 12 Feb 2026
Most regulatory delay is dead calendar time that could be cut without changing a single safety test.
There is a massive scope to reduce calendar time without even altering testing protocols.
Speed Can Reindustrialize America Said 12 Feb 2026
Mass production is no longer what limits a rich country's military power; trained people and a technological edge are.
The modern world is so bountiful that mass production is no longer the limiting factor.
Speed Can Reindustrialize America Said 12 Feb 2026
Industrial robots are not the fix for American manufacturing, and betting on automation misreads why production sits elsewhere.
The robot arm base case saves some hourly labor at the expense of adding more skilled labor, and can easily be negative if it needs reprogramming more than a few times per year.
Speed Can Reindustrialize America Said 12 Feb 2026
Tariffs on imported components and machinery hurt the American manufacturers they are supposed to help.
These end manufacturers (new and old) are vulnerable to tariffs on their inputs and they are the buyers that the "speed strategy" is relevant for.
Speed Can Reindustrialize America Said 12 Feb 2026
Making a commodity cheaply is a harder startup problem than making something valuable, because the product cannot carry a premium.
Making ultra cheap products requires different rules and strategy.
Startup Strategy for Commodity Products Said 6 Mar 2025
Most of what a car costs is the weight and structure needed to survive human driving error, not the transport it delivers.
Humans being awful drivers leads to a massive increase in vehicle costs and weight, makes cars more dangerous to people outside of them, and imposes significant costs on infrastructure like roads.
Human Driving Increases Transportation Cost 10x by 10 Nov 2024
Once a vehicle no longer has to survive a crash with a human driver, it can be made ten times lighter without losing speed or interior space.
It should be possible to decrease the weight of a car by 10x without sacrificing speed or internal volume.
Human Driving Increases Transportation Cost 10x by 10 Nov 2024
What stands between us and cheap lightweight vehicles is that they are illegal, not that they are hard to build.
Cheap, lightweight people movers are currently illegal in many situations, so regulation is a barrier.
Human Driving Increases Transportation Cost 10x by 10 Nov 2024
Air cooling has run out of headroom for AI racks, so liquid cooling is now a requirement rather than an upgrade.
AI servers bring new challenges because many require liquid cooling.
How to Make Off Grid Data Centers Affordable Said 18 Apr 2024
A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building.
The solar array sizes under these assumptions are prohibitively large.
How to Make Off Grid Data Centers Affordable Said 18 Apr 2024
Letting generators cover one per cent of the year is what makes an off-grid solar data centre affordable, because the last few gloomy days set the whole array size.
The optimal scenario is typically when the generators supply 1% of yearly electricity (shown below).
How to Make Off Grid Data Centers Affordable Said 18 Apr 2024
Buying spare compute is cheaper than buying backup generators, because the servers cost fifty times what the generator does.
Installed generators cost ~$800/kW, and the data center capital cost, including servers, is ~$40,000/kW, so adding 1% more makeup compute capacity is money ahead of purchasing generators.
How to Make Off Grid Data Centers Affordable Said 18 Apr 2024
An off-grid data centre can delete its uninterruptible power supplies entirely, because the battery bank outside already is one.
Deleting the UPSs could knock off ~$750/kW after considering equipment, installation, and square footage reduction.
How to Make Off Grid Data Centers Affordable Said 18 Apr 2024
Cooling adds nothing to what a data centre produces, which is why it is the first thing a good design deletes rather than optimises.
The cooling systems in most data centers are energy hogs and contribute no direct value.
How to Make Off Grid Data Centers Affordable Said 18 Apr 2024
A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one central distribution system.
The 100-megawatt facility might have ten 10-megawatt blocks served directly by a 1500V DC feeder line without connections to other blocks that would require extra switches and routing.
How to Make Off Grid Data Centers Affordable Said 18 Apr 2024
Nuclear-powered data centres are this decade's hydrogen car: a zero-emissions story incumbents prefer because it changes the least.
Some efforts, like nuclear-powered data centers, are reminiscent of Toyota's hydrogen push.
How to Make Off Grid Data Centers Affordable Said 18 Apr 2024
Off-grid data centres will win the way electric cars did, by redesigning the machine around the new power source instead of swapping the power source in.
Efforts to improve efficiency and remove vestigial features pay off handsomely.
How to Make Off Grid Data Centers Affordable Said 18 Apr 2024
American shipyards are unproductive rather than expensive: their workers are paid about what Korean and Japanese shipyard workers are paid.
Labor costs are not an excuse!
Revitalizing US Navy Shipbuilding Said 3 Jan 2024
A modern shipyard can match a whole wartime industrial mobilisation with a fraction of the workers.
South Korea's yearly production often matches the total tonnage the US produced in WWII - with one-fifth of the workers!
Revitalizing US Navy Shipbuilding Said 3 Jan 2024
Shipbuilding productivity depends on clustering yards and suppliers in one place, and it decays when the cluster thins out.
Specialized suppliers need multiple shipyards in one location to steady their business.
Revitalizing US Navy Shipbuilding Said 3 Jan 2024
Precision earlier in the process is what buys manufacturing productivity, because parts that do not fit are paid for in rework.
Nothing kills labor productivity like sections that don't fit together.
Revitalizing US Navy Shipbuilding Said 3 Jan 2024
Cargo ships can be electrified with a cheap, heavy, low-performance battery, because carrying heavy things cheaply is the one thing ships are good at.
Ships are great at carrying bulky and heavy stuff with minimal cost and energy usage. We need a battery chemistry that leans into that and sacrifices performance to reduce cost.
Why Battery Powered Cargo Ships are Compelling by 11 May 2023
Cutting drag is worth far more in an electric vehicle than in a combustion one, because carrying the energy is so much more expensive.
Drag and tire friction dominate energy expenditure. Engineering effort to improve drag is worth so much more with electric vehicles.
Electric Trucks are Ready for the Road by 19 Sept 2022
Oil demand will fall mainly because petrol cars get driven less, not because they are replaced by electric ones.
Falling consumer oil demand looks much more like driving the Camry 6000 miles per year instead of 12,000 miles rather than a shiny new electric car in every garage or robot taxis swarming everywhere.
The Electric Car's Shrinking Role in Reducing Oil Demand by 22 Mar 2022
Electrifying high-mileage vehicles — trucks and vans — cuts oil demand more than electrifying private cars does.
Trucks, vans, and other high mileage vehicles promise to impact oil demand more than EVs.
The Electric Car's Shrinking Role in Reducing Oil Demand by 22 Mar 2022
A hybrid is a poor machine because it carries two complete powertrains, and most e-bikes repeat the same mistake.
Hybrid-electric cars are an engineering abomination. They have both gas and electric powertrains, ensuring they are more expensive and complicated than their competitors.
The Future of E-Bikes by 9 Nov 2021
The e-bike market has no cheap standard model, which is what it would take to make the e-bike a mass product.
E-bikes range in price from $1000 to $10,000. The market is still lacking a Toyota Corolla equivalent.
The Future of E-Bikes by 9 Nov 2021
A small, highly aerodynamic aircraft can beat an airliner on fuel per passenger mile, because drag reduction gets harder as the fuselage grows.
Surprisingly, fuel consumption per passenger mile would be lower in a Celera 500 than in a 737. The larger the fuselage, the harder it is to achieve the same drag reduction.
Air Travel Doesn't Have to be Terrible by 25 Oct 2021
The constraint on point-to-point air travel is runway and tarmac capacity, not room in the sky.
There is much more space in the air than on the airport tarmac. Our current hub and spoke system means some hub airports operate near runway capacity already.
Air Travel Doesn't Have to be Terrible by 25 Oct 2021
What air travellers actually value is door-to-door time, and public policy tends not to measure it.
Reduction in door-to-door travel time is king. Public policy may not keep this in mind.
Air Travel Doesn't Have to be Terrible by 25 Oct 2021
Boeing's decline began when its management moved away from the factory and the engineers stopped running it.
The changes separated its management and board from the day-to-day processes at the heart of its business.
America's Aerospace Industry is Regenerating Said 31 Aug 2021
Beliefs others hold too
Air cooling has run out of headroom for AI racks, so liquid cooling is now a requirement rather than an upgrade. 3 hold this
AI servers bring new challenges because many require liquid cooling.
How to Make Off Grid Data Centers Affordable Said 18 Apr 2024
Industrial robots are not the fix for American manufacturing, and betting on automation misreads why production sits elsewhere. 2 hold this
The robot arm base case saves some hourly labor at the expense of adding more skilled labor, and can easily be negative if it needs reprogramming more than a few times per year.
Speed Can Reindustrialize America Said 12 Feb 2026
Tariffs on imported components and machinery hurt the American manufacturers they are supposed to help. 2 hold this
These end manufacturers (new and old) are vulnerable to tariffs on their inputs and they are the buyers that the "speed strategy" is relevant for.
Speed Can Reindustrialize America Said 12 Feb 2026
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Recommends rcmnd
rcmnd What they recommend 2 things — each backed by an exact quote.
Compiled by rcmnd.app, not by them: the quotes are theirs, and each links to the post it was copied from.
Recent
Liked John D. Rockefeller: The Cleveland Years
Thankfully, my research assistant, GPT-5, found some excerpts of the excellent book "John D. Rockefeller: The Cleveland Years" by Grace Goulder, which I bought and read.
austinvernon.site 5 Oct 2025
What others say about John D. Rockefeller: The Cleveland Years →
Recommends The Gold Mine
If you want to know more about this, I'd recommend reading "The Gold Mine" by Michael and Freddy Balle.
austinvernon.site 30 Jun 2021
Where they publish
Blog austinvernon.site His blog on engineering, energy and manufacturing economics. Has a feed.
Recent
- An Ode to Tesla's Cybercab 27 Sept 2026 The bet to deliver autonomous vehicles to the masses. ...
- Defending Against Massed Drone Attacks 15 Sept 2026 A new air defense strategy is needed to counter long range attack drones. ...
- How Ukraine Built a War Fighting State 10 Jul 2026 The engine is revving after years of war. ...
Show 17 more
- Solving the Strait of Hormuz Blockage 28 Mar 2026 Markets ensure the disruption can't last more than 1-2 years. ...
- 2026 Geothermal Update 22 Feb 2026 Progress grinds forward as the great filter looms. ...
- Speed Can Reindustrialize America 12 Feb 2026 Reviving manufacturing doesn't require a planned economy, just a better business model. ...
- A Nuclear Fission Regulatory Blank Slate 26 Oct 2025 What if nuclear regulations were reset? ...
- How Rockefeller and His Partners Built Standard Oil 5 Oct 2025 Many tech industry followers will recognize the playbook. ...
- Building Ultra Cheap Energy Storage for Solar PV 18 Aug 2025 Solar still needs storage cheap enough to move energy between seasons. I have been working on a startup to do this for the last two years. ...
- Expanding the Universal Marginal Energy Source 18 Aug 2025 Solar PV is poised to change the global energy landscape. ...
- Are Volcanoes a Risk to Solar Dominated Grids? 16 Jul 2025 It seems grids will fare fine because of non linear affects. ...
- The Outsize Impact of AI Logistics 5 Jul 2025 Automated logistics will heavy impact one third of GDP. ...
- A Review of Massively Scalable Enhanced Rock Weathering 23 Apr 2025 How cheap can it pull CO2 from the air? ...
- Startup Strategy for Commodity Products 6 Mar 2025 Making ultra cheap products requires different rules and strategy. ...
- Imagining the Drone Air Force 20 Jan 2025 Can cheap, expendable drones complete every mission? ...
- Integrating AI Agents into Companies 23 Dec 2024 AI needs a different environment than humans to take advantage of its speed. ...
- Human Driving Increases Transportation Cost 10x 14 Oct 2024 Why ground transportation still has a lot of legs. ...
- 2024 Geothermal Update 12 Sept 2024 Drilling and completions technology progresses, but is it enough? ...
- How to Make Off Grid Data Centers Affordable 18 Apr 2024 Powering data centers with solar and batteries can be compelling with optimized designs. ...
- Revitalizing US Navy Shipbuilding 3 Jan 2024 The US Navy's ship program is sick, but the fixes aren't rocket science. ...
Link verified 20 Sept 2026. Recent items update automatically from the channel.
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Recent
- There was a really interesting report on this program at the end of the Cold War. The Army’s stockpile was useless because it deteriorated in storage. The Navy had some units they kept in service to make spare parts that were fine. Connected to power and operating or bust. 1 Nov 2026
- The beautiful serendipity when @stripepress and @she_travels release a handbook on B2B sales right when your startup needs to start thinking about sales! It is suitably plain for dense technical founders (like me). Also we are hiring! 15 Oct 2026
- A lot of folks are still making the assumption that there will be tens of thousands of small manufacturing shops. But that is completely unreconcilable with the reality that once a company in a certain niche solves the software backbone they can add (financed) incremental machines for a fraction of the cost of what it takes to semi digitize and upgrade a legacy shop. 8 Oct 2026
Show 9 more
- US domestic solar/battery policy has recently gone from mild protectionism offset by tax credits to full on banana republic import substitution scheme. Plus data center demand. Geothermal and nuclear better get down the cost curve before that changes! Elon wants to bring online 600 GW/yr of US solar by 2029 😂 100 GW terrestrial, 100 GW in space that is like 500 GW on Earth. Plus regular solar manufacturing investment. Current US installed generation for all sources is around 1280 GW. 7 Oct 2026
- An Ode to Tesla's Cybercab https://t.co/9xGNTkUHUH Speeding up AVs can prevent millions of deaths. The Cybercab is a major advancement in automotive manufacturing technology, being an order of magnitude more scalable than any previous car design. A true feat of engineering. 28 Sept 2026
- All strategy and first person shooters except the best sports game ever made, NBA Hangtime! 28 Sept 2026
- Defending Against Massed Drone Attacks https://t.co/0IAZPV2bwN Long-range attack drones have been troubling defenders in Ukraine, Russia, and the Middle East. Combating swarms of these drones requires a different air defense strategy with a new type of aircraft, a gun fighter. 17 Sept 2026
- Digitizing policing is also a good way to catch and prevent dirty cops. Computers keep good records and don’t lie when subpoena’d. 28 Aug 2026
- A popular idea in Nuclear has been that its a good idea to pick one reactor type to scale with government support to maximize learning curves, reduce financing costs, and prevent runaway development costs. I think this is now obviously wrong. The choice for the design is almost always some huge reactor, usually a light water one. Yet in the recent race to fission criticality startups with VC backing very much trying to make money, burning a fraction of the cash required to build one large light water reactor, gave us: A light water moderated, gas cooled reactor. Only an obscure Army reactor e… 11 Aug 2026
- How Ukraine Built a War Fighting State https://t.co/CF4kX4mRji Most analysts have expected Ukraine to lose since 2022. Yet they’re still fighting and have turned the momentum. These are my notes on how they did it. 11 Jul 2026
- I have been wondering lately if the push against “fragile” global supply chains is completely backwards where the reality is that cheap transportation and internet enabled information flows make it easier and faster to arbitrage gluts and shortages than ever. 29 May 2026
- Solving the Strait of Hormuz Blockage https://t.co/WfcZl9Ba93 A short post on what options are available and why even the worst case scenario can't last for more than 2 years. 28 Mar 2026
Link verified 23 Sept 2026. Recent items update automatically from the channel.
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