重振美国工业实力的主张——在舞台上，也在记录中。
James 面向投资人、从业者、政策制定者与媒体，就能源、制造与人工智能时代的基础设施发表见解。
塑造下一个工业十年的五个主题。
重建美国光伏制造
美国为何失去了光伏供应链、这让国家付出了什么代价，以及新一代人工智能驱动的产线如何以有竞争力的方式把它带回本土。
能源安全
把能源独立视为国家战略——本土制造、电网韧性与地缘政治实力之间的关联。
波多黎各作为工业平台
为何波多黎各可以成为先进制造与能源基础设施的跳板，以及随之而来的高技能就业。
人工智能基础设施与分布式算力
为何能源与算力是人工智能经济的两大原始投入，以及建成全球最大、最高效的分布式算力网络需要什么。
工业扩张中的领导力
在四大洲部署数十亿美元与数吉瓦产能的经验——如何在复杂且资本密集的成长中组建并领导全球团队。
适配各种能打动听众的形式。
公开地建造。
关于美国能源、精密制造与人工智能时代基础设施的即时、未经修饰的思考。
Bringing a new perspective on why America has to make its own sunlight. First of a few on my site.
Put some time into the vault today.
Something shifted for me this year. For 20+ years I've thought about energy. Now I find myself spending nights reading about AI agents, inference, robotics, manufacturing, semiconductors, distributed compute, and the grid. The interesting part isn't AI by itself…
Manufacturing is cool for the first time in my life. Not because factories changed — because AI is making the physical impossible to ignore. The constraints I'm thinking about and solving for: manufacturing, distributed power, distributed compute…
Bringing a new perspective on why America has to make its own sunlight. First of a few on my site.
Put some time into the vault today.
Something shifted for me this year. For 20+ years I've thought about energy. Now I find myself spending nights reading about AI agents, inference, robotics, manufacturing, semiconductors, distributed compute, and the grid. The interesting part isn't AI by itself…
Manufacturing is cool for the first time in my life. Not because factories changed — because AI is making the physical impossible to ignore. The constraints I'm thinking about and solving for: manufacturing, distributed power, distributed compute…
管理者视角。
对这场工业建设的更深层思考与视角——能源、制造与人工智能时代。
I've bought a lot of Chinese modules - and they're still leading the global quality standard. For most of the last fifteen years, buying anything else would have been malpractice against my own P&L. I'm not going to pretend otherwise now that I'm on the other side of the transaction. But the cost gap isn't what most people assume…
A few years ago, betting on solar manufacturing in Puerto Rico wasn't the obvious move. Today it's a 1 GW facility running in Aguadilla, making American-made panels — and I couldn't be prouder of the team that got us here. Today we're sharing our new home online. To our crew at Solx in Aguadilla, #TeamSolx — none of this exists without you. And we're growing. Come build with us…
I think about AI differently now. Wrapped up my first week of MIT xPRO's AI for Leadership and spent the weekend building instead of reading: a new website with Claude Code, an industrial knowledge engine in Obsidian, AI agents, and an X account to think in public. This weekend AI stopped feeling like a productivity tool — it started feeling like a faster, smarter twin…
I'm in NYC this week, proud to see Puerto Rico take center stage again. For us at SOLX the through line is obvious — the island had a remarkable year, drawing real investment in advanced manufacturing and technology. I feel this momentum every day. What's next for us will be on that global stage…
I've bought a lot of Chinese modules - and they're still leading the global quality standard. For most of the last fifteen years, buying anything else would have been malpractice against my own P&L. I'm not going to pretend otherwise now that I'm on the other side of the transaction. But the cost gap isn't what most people assume…
A few years ago, betting on solar manufacturing in Puerto Rico wasn't the obvious move. Today it's a 1 GW facility running in Aguadilla, making American-made panels — and I couldn't be prouder of the team that got us here. Today we're sharing our new home online. To our crew at Solx in Aguadilla, #TeamSolx — none of this exists without you. And we're growing. Come build with us…
I think about AI differently now. Wrapped up my first week of MIT xPRO's AI for Leadership and spent the weekend building instead of reading: a new website with Claude Code, an industrial knowledge engine in Obsidian, AI agents, and an X account to think in public. This weekend AI stopped feeling like a productivity tool — it started feeling like a faster, smarter twin…
I'm in NYC this week, proud to see Puerto Rico take center stage again. For us at SOLX the through line is obvious — the island had a remarkable year, drawing real investment in advanced manufacturing and technology. I feel this momentum every day. What's next for us will be on that global stage…