Writing

Notes on energy, manufacturing, and the machinery of the future.

Essays and arguments on rebuilding American industrial power — and the energy-and-compute platform the next century will run on.

ManufacturingComing soon

Why America Has to Make Its Own Sunlight

The strategic cost of offshoring solar manufacturing — and why a domestic, automation-first supply chain is a matter of national security, not nostalgia.

Coming soon
AI InfrastructureComing soon

Energy Is the Real Bottleneck for AI

Compute gets the headlines, but power is the constraint. A look at why the AI build-out will be won or lost on energy, and what distributed compute changes.

Coming soon
IndustryComing soon

Puerto Rico as an Industrial Platform

The case for building the next generation of American manufacturing in Puerto Rico — the energy, the talent, and the opportunity.

Coming soon

Want James's writing in your inbox?

Reach out to be notified when new perspectives are published.