
The SpaceX Merger: If You Want More Compute, Leave EarthFeb 12
the real chokepoint in the ai race is power, and elon is betting he can generate power in space faster than our glacial bureaucracy will allow down here on earth
Feb 21, 2024

The marriage of technology and manufacturing could be the salvation for which our nation is searching. The prospect of 4%+ GDP growth does not come from SaaS, banking, real estate, investing, or AI. The opportunity to achieve sustainable GDP expansion comes by way of improved production. Agnostic of debt cycles, we are an industrial society; the idea of a post-industrial economy is a dream cooked up by nihilists. In the pursuit of profits, we have disincentivized trade skills, hollowed out industry, become addicted to services, and enriched our rivals to magnitudes that now threaten our way of life.
The most valuable thing to pursue is also the hardest; rebuilding a modernized US industrial base will take trillions of dollars, but will also extend our prosperity and abundance into the next millennium.
I’ve spent most of my career in technology. I worked at a FAANG company, where I touched IT/ sysops and mechanical engineering (energy and self-driving cars), a smaller tech company doing IT/ sysops, and co-founded (CTO) an AI SaaS startup in market research with two friends. Today, I’m leading Atomic Industries, a company I founded to exascale the American manufacturing sector. With the bottom falling out of tech recently, I feel at ease working on real world challenges, because there’s tremendous value to unlock. The next wave of trillion dollar companies in the coming decades will be in hard tech and/or manufacturing adjacent.