For the last 20 years everyone thought that software was eating the world. The world was perfectly content to let China build physical things because software was the competitive advantage. AI has created a new realization that physical things - chips, critical minerals, cars,

Everything's battery

“We are living in late Babel—a thousand startups speaking a thousand languages, building a thousand towers that reach nowhere. The alternative isn’t ‘iteration’—it’s Temple.” The founder must be prophet-priest, not just entrepreneur.

To be clear: 1.) This is NOT an annual fee. It’s a one-time fee that applies only to the petition. 2.) Those who already hold H-1B visas and are currently outside of the country right now will NOT be charged $100,000 to re-enter. H-1B visa holders can leave and re-enter the

Energy costs have tracked inflation historically. That stability is now at risk after scores of projects across every source were cancelled over past decade due to permitting. Without reform, we will not have affordable & reliable energy. A partial list of projects affected: 🧵

Here's a rough chart of per capita battery allocation in the US. Roughly 10x per decade. If your model doesn't bake this in, your model will give faulty predictions.

This really isn't getting enough attention. China has truly gone all in on export controls today, in a major way. Not only did they announce the unprecedented rare earths restrictions that I posted about earlier 👇 (targeted, among others, at the advanced semiconductors sector)

Not one California city on the list and yet a bill that eases zoning and permitting restrictions along major transit corridors has been sitting on Gov Newsom's desk for more than 2 weeks as he tries to decide whether to sign it.

Generation from coal, hydro & nuclear will stay roughly flat through the 2020s, which means all growth has to come from gas, solar & wind. Gas has very tight supply chains. Wind and solar are increasingly difficult to permit. I'm increasingly worried we're headed for the cliff.

There is a growing disconnect where the bodies dictating requirements around every aspect of our cities - building code, fire code, etc - have no accountability to those affected by their decisions. People don’t realize that much of their daily interactions with the places they

This is a terrible idea. Attracting the best and brightest from all over the world is a core competitive advantage to the US. Statistics say that the smartest people in the world are likely to not be born in the US, therefore we need to attract them here. STEM OPT turns the

Most federal government buying programs are terrible ideas. This one isn’t. Good for US to stockpile defense-critical supplies, especially now to stimulate rapid reindustrialization. $1b seems low though. How about we reinvest 10% of what DOGE saves?

It has been too hard to capitalize large capital projects under capitalism since the early 90s. Why build big hard things if you live in the end of history and you "won"? Trump is trying to fix 30 years of de-industrialization in 3 years, and J.P. Morgan seems to want to help.

My lobbyists are very nervous about me posting this, but over-regulation is working against us all. The costs are astronomical to us all, but hidden. So, I'm taking a risk, and sharing my stories from Charm and Revoy: rein.pk/over-regulatio…

Real estate agents are catching on

So many good lessons from Civilization muahaha