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Apr 9, 2026
They blew up their cooling towers, now they want them back. Plus: Artemis II, specialists vs. generalists, DAWG, and more...
Apr 1, 2026
Artemis lifts off tonight. BYD owns Mexico. We made terbium oxide for the first time in decades. Q1 recap inside and a hard look at the knife we keep sharpening.
Mar 25, 2026
Dan's take on Terafab. Plus: Bezos on a roll(-up), Moonbase, eyes on the Arctic, and more...
Mar 18, 2026
The sun-harvesting stack; Plus: Hormuz's non-oil commodity hostages, Drone Dominance results, Atoms, stem cells, and more...
Mar 13, 2026
Farmer turns down $16M from datacenter; Plus: Iran's new battlespace, DARPA's stop-fold-fly aircraft, BYD vs. Tesla, and GE's $1B manufacturing bet
Mar 6, 2026
Plus: Allied Chemistry, notes from the Super Bowl of Mining, a relevant RFP, and feedback from Wisconsin
Feb 26, 2026
Shiny-New-Thing Syndrome. Plus: inference chip wars, Canada's mineral push, the Pentagon's drone Gauntlet, and more...
Feb 19, 2026
What's one question you'd ask 10,000 of your fellow builders?
Feb 11, 2026
The case for strategic scrap
Feb 4, 2026
The Super Bowl, the Supercycle, spinouts, a commander's courage, and more....