Focuses on innovations in energy production, including nuclear and clean energy, advanced manufacturing, and other 'hard tech' solutions, often with implications for national security and industrial policy.
Data centers in space
50% from Russia?!
Space AI: 30 months away?
Why Hyperloop failed
Cheap water breakthrough
New regulatory path
Extreme redundancy test
Public sentiment is changing
Salton Sea's comeback
Chips piling up, no power!
NRC's new focus
Nuclear's comeback is real
US power: Not enough for AI?
Untethering from fuel
China's solar strategy
GPS on the battery?
Nuclear micro-reactors
“People should fully update their world views that solar is going to beat out everything. The solar wave is is exponential, right? People are really bad at like understanding where they sit on an exponential curve and then correctly projecting into the future.”
“I can't even tell you how much has changed in the last few years. They changed the mandate of the NRC and they said you are no longer focused just on safety.”
“It will be by far the cheapest place to put AI will be space in 36 months or less, maybe 30 months.”
Casey Handmer, founder of Terraform Industries, presents a compelling vision for a future powered by abundant, cheap solar energy, challenging the status quo with ambitious hard tech projects and a contrarian take on industrial policy.
Julia DeWahl, co-founder of Antares, is at the forefront of a nuclear energy renaissance, designing compact microreactors to provide resilient, off-grid power for the US military and critical infrastructure. Her vision is fueled by a dramatic shift in both public sentiment and regulatory policy, creating an unprecedented opportunity for nuclear innovation.
In a wide-ranging discussion, Elon Musk laid out a visionary and stark assessment of artificial intelligence's future, predicting that space will become the most economically viable location for AI compute within three years due to insurmountable power and regulatory challenges on Earth.




