ForecastingSeptember 2026
On the Record
Fourteen dated bets on energy, silicon, and intelligence — with confidences attached and a scoring date I can't move.
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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.
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
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