Stay on top of the renaissance

There’s been a lot! of noise about space being the “natural” next frontier for data centers. We've been seeing a flood of surface-level commentary on orbital data centers. But very little that digs deep. This antimemo is a step toward greater depth.

The American Southwest is running dry — and most solutions sound like sermons: conserve more, grow less, accept decline. This isn’t a morality tale. It’s a blueprint for turning sunlight and seawater into a future that can keep growing.

Teardown dissects the most critical companies in today’s deep tech ecosystem—six points at a time. This edition examines North America Closeshoring, a platform helping companies modernize and localize operations while strengthening supply chains and logistics across the continent.

Forward Deployed

A quiet revolution is underway, led from Lower Earth Orbit

Teardown dissects the most critical companies in today's deep tech ecosystem — six points at a time. This edition breaks down Divergent’s DAPS: an end-to-end platform for design, print, and assembly.

Forward Deployed

Private Capital for American deep tech

We’re building cathedrals of compute — racks of silicon, corridors of power — on a dying substrate. Electrons powered the last epoch. Photonics may define the next.

So you want AI factories? This 002 newsletter is about how everyone’s hyping space-based data centers — yet, no one’s doing the physics. Beneath the glossy concepts lies a missing conversation: the economics.

We don’t need a rain dance — we need a systems upgrade. In this newsletter, we give desal the love it deserves. We explore what real intervention looks like: a solar-powered, off-grid desalination system delivering 4.5 million acre-feet per year — integrated with aquifer recharge and targeted flows to revive the Salton Sea.