Elliott
2.2K posts
@Elliott_EcomMfg
US and Intl Mfg and Ecom. Leading brands that shape metal into tools, fixtures, and automation support. US Army Vet.
That's nice, but a 1MW Gas Turbine costs $3m and needs fuel. 1MW of Solar Panels costs $0.8m and doesn't need fuel. Why would you want something 4x more expensive that also needs fuel?
That's nice, but a 1MW Gas Turbine costs $3m and needs fuel. 1MW of Solar Panels costs $0.8m and doesn't need fuel. Why would you want something 4x more expensive that also needs fuel?
Roles of the big powers in Mali may be a bit different than one realise. So may be the conflict
You cannot buy a new gas turbine until 2030. Order books at GE, Siemens, and Mitsubishi stretch to 2029. Turbine prices have nearly tripled since 2019. Every AI data center needs power and every gas plant needs a turbine. And every turbine has one part that bottlenecks the entire industry: The blade. It has to survive in gas 500°C above the melting point of the metal it's made from and spin at up to 20,000 RPM under 10,000 g of centrifugal force. Each blade is grown as a single crystal of nickel superalloy, pulled through a vacuum furnace at 3 mm per minute. A set of blades costs $600,000 and takes 90 weeks to grow. The same metallurgy powers modern jet engines. Only 3 companies on Earth can build one. China spent $42 billion trying to catch up. They bought a Russian fighter engine, took it apart, and copied every part. Their copy ran 30 hours between overhauls versus 400 for the original. Modern Western engines run 4,000. You can reverse engineer the shape of a turbine blade. You cannot reverse engineer 60 years of metallurgy.
The entire article is hilarious if only to show you how dumb MAGA voters are. In many cases, they voted for someone DIRECTLY OPPOSED to them. They still don't realize it But do not pity them. They chose exactly what they're getting nytimes.com/interactive/20…
initially it was surprising to me that centralized manufacturers like sendcutsend are an accelerant, not a competitor, to small shops your onesie-twosies are under threat, but your hundredsies-two-hundredsies are much cheaper because you’re getting your blanks pre-machined by jimmy B and the mad cutters, and you hated your onesies anyways you also get to focus. “we do EDM” — great, keep focusing on that because it doesn’t make sense to centralize that that’s just for part manufacturers. it’s rocket fuel for startups, design/build shops, integrators, etcetera. every shop i’ve worked at had a backlog of parts where it was known the bottom 20% were simply not going to be made. if you were lucky the parts were escalated externally but cost a ton. there’s a relief valve for these graveyard parts now the net effect: this is a flywheel for american manufacturing. job shops get faster and cheaper, more people are willing to use them, people build more things, those things need more parts, demand increases and supply matches and the flywheel gets faster it’s really exciting. i’m trying to think of anything that was as impactful to hardware startups as this, and i don’t think i can. this is probably more important than computers for hardware
Hardware Supply Chain @dessaigne In Shenzhen, a team can go from design to a new physical part in a day. In the US, that same loop often takes weeks, and that gap compounds. The overall stack for rapid hardware iteration still doesn't exist in America, and we want to fund the startups building it.
a man fighting against a ONE TIME 5% TAX on billionaires so that the poorest among us can have healthcare is not someone who should be president btw
Diligence in 2026 is wild. My friends in PE are now spending the weekend before IC trying to rebuild the company they're acquiring in Claude Code. If the clone works, the deal dies. Cheapest moat test in human history.
