They blew up their cooling towers, now they want them back. Plus: Artemis II, specialists vs. generalists, DAWG, and more...
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.
Dan's take on Terafab. Plus: Bezos on a roll(-up), Moonbase, eyes on the Arctic, and more...
The sun-harvesting stack; Plus: Hormuz's non-oil commodity hostages, Drone Dominance results, Atoms, stem cells, and more...
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
Plus: Allied Chemistry, notes from the Super Bowl of Mining, a relevant RFP, and feedback from Wisconsin
Shiny-New-Thing Syndrome. Plus: inference chip wars, Canada's mineral push, the Pentagon's drone Gauntlet, and more...
What's one question you'd ask 10,000 of your fellow builders?
The case for strategic scrap
The Super Bowl, the Supercycle, spinouts, a commander's courage, and more....
The copper conundrum, your thoughts on The Big Buildout, Clarity, MMIA, and more...
Issue #35: Water, Watts, & White Gold. A temperature check, the gigawatt gap, and Tesla's new refinery, plus more...
Drone decoupling, datacenter détente, a $100B fab, and more...
A dispatch from Las Vegas, plus supersmelters, Array Labs Series A
Reflections on 2025
Rook's next move, plus: the Sherman cluster; space & spectrum; particle accelerators, and more...
Fusion’s Bottleneck isn’t Physics. Plus: Poll results on brain-computer interfaces, skilled-trades supercycle, Boom’s new datacenter turbine, and more...
Would you ever use a brain-computer interface? Plus: Ironwood rising, photonics, the state of global upmass, BCIs, and more
Happy Thanksgiving! Plus: poking holes in volcanoes, generalist robots, sizing the satellite DTC market, and more...
Never Bet Against America. Plus: $13.9B battery plant, new hypersonic campus, startup splits the atom and more.
What comes next? Seven imperatives for America's Next Space Age. Plus: orbital datacenters, the Renaissance capital stack, and more
Humanoids, rare earths, motors, exo-skeletal running shoes, and more.
We're in our Megaproject arc, plus: datacenter ruckuses, humanoid hype, checklists, and more.
Robots → Peak AGI
Slopocalypse, vs. the stars. Plus: state of the stake, the Maryville model, scientific flywheels, turbines, google-eyed robots, and more!
