America's Next Dow Chemical
Caleb Boyd’s bet to win back battery-grade graphite (from natural gas).
America’s Next Dow Chemical: A Q+A with Caleb Boyd of Molten Industries
99% of the world's battery-grade graphite is made in China. Caleb Boyd's bet is that he can win it back by splitting something America has in abundance – cheap natural gas.
One Year Letter
It's been 52 weeks of Per Aspera. Read the letter from the editor.
Realities of Space-Based Compute
Orbital data centers are in! But what are the realities we must consider?
Building Your First FDE Team
The playbook to your first Forward Deployed Engineering team. From Palantir's early FDE.
Megafunds & the New VC Order
Industrial tech has birthed a new breed of firm — the megafund. What does this new world order mean?
Faster, Better, Cheaper
The architect of Faster, Better, Cheaper — revisits it for the first time in 25 years.
Faster, Better, Cheaper 2.0
American Industrial Complex: Capacity Trap; K-Shaped Comeback; Vertical Integration Reflex
Why Aren’t We Flying Faster?
America pioneered hypersonic flight and then abandoned the programs before they could matter.
A Reformed "Taiwan Theorycrafter”
America’s ruling class thinks about Taiwan. But what do we learn when we actually go there?
Friction Stir Welding
How a 1991 welding patent became the process that made the International Space Station possible.
Terafab
Musk's Terafab would out-produce every advanced chip fab on Earth combined.
“The Supermarket of the World.”
America ran a food surplus for nearly 60 years and is now running an agricultural trade deficit.
Chemical Propulsion's Ceiling
After 80 years of refinement, chemical propulsion is approaching the limits of the possible.
The State of Global Upmass
SpaceX owns 83% of orbital launches. That's a triumph and a liability.
Who Controls the Air
How an $81 billion spectrum auction exposed the structural failure between the FCC and FAA.
Fusion: Core Power
NIF achieved net fusion energy gain in 2022 and has since repeated the result multiple times.
