Samuel Woldenberg

Silicon Valley is going through a Copernican Revolution For decades the valley thought industries rotated around it Now we’re waking up to the realization that we’re just a speck compared to the behemoths of Energy, Chemicals, and Atoms broadly We’re back to the future

oil & gas bucks nearly every american de-industrialization or "stagnation" trend. the US went from planning LNG import terminals to becoming the world’s largest exporter in <10 years. and to do it, we built some of the most complex, massive equipment ever designed. tbh, it’s one of the only areas where we still execute highly complex megaprojects. not flawlessly, but at a speed and level of technical sophistication that stands in sharp contrast to basically everything else. success has led to re-engineering entire supply chains around hydrocarbon abundance. cheap O&G feeds chemicals, fertilizers, plastics, steel, power markets, etc. and i don't know if/when AGI will come, but I am pretty sure it will drink gas, too. importantly, as we scale the electro-industrial technologies that increasingly define the future, we need to bring this same depth of expertise and execution. we must learn from O&G!