Megafunds & the New VC Order
Industrial tech has birthed a new breed of firm — the megafund. What does this new world order mean?
Dan Goldin’s 10 Points
At Endless Frontiers in Austin, TX: Dan Goldin shared "10 Points" America needs to over the next decade. What else should go on the list?
Faster, Better, Cheaper
The architect of Faster, Better, Cheaper — revisits it for the first time in 25 years.
Faster, Better, Cheaper 2.0
American Industrial Complex: Capacity Trap; K-Shaped Comeback; Vertical Integration Reflex
Why Aren’t We Flying Faster?
America pioneered hypersonic flight and then abandoned the programs before they could matter.
A Reformed "Taiwan Theorycrafter”
America’s ruling class thinks about Taiwan. But what do we learn when we actually go there?
Friction Stir Welding
How a 1991 welding patent became the process that made the International Space Station possible.
Terafab
Musk's Terafab would out-produce every advanced chip fab on Earth combined.
“The Supermarket of the World.”
America ran a food surplus for nearly 60 years and is now running an agricultural trade deficit.
Realities of Space-Based Compute
Orbital data centers are in! But what are the realities we must consider?
Building Your First FDE Team
The playbook to your first Forward Deployed Engineering team. From Palantir's early FDE.
Building the ISS
What kept the International Space Station running for 25 years was organizational culture.
Space Power
Earth installs more solar in 90 minutes than exists across every spacecraft currently in orbit.
Chemical Propulsion's Ceiling
After 80 years of refinement, chemical propulsion is approaching the limits of the possible.
The State of Global Upmass
SpaceX owns 83% of orbital launches. That's a triumph and a liability.
Who Controls the Air
How an $81 billion spectrum auction exposed the structural failure between the FCC and FAA.
Fusion: Core Power
NIF achieved net fusion energy gain in 2022 and has since repeated the result multiple times.
