Rían Wood

@davidsenra Elon knows how to vertically integrate. You choose something you want to do because its cool (go to mars) and you integrate from there

Marc Andreessen on why Starlink may be the most misunderstood success story in tech right now: “Elon’s not the first guy who said we’re going to do satellite-based internet access. There was Bill Gates, Craig McCaw. Complete catastrophe, total bankruptcy, complete disaster. Elon’s like, ‘I know, I’m going to do another three of those. We’re starting as a side project at the rocket ship company.’ If the rockets are reusable, we’re going to be launching them all the time. What’s going to go in the rockets? I could wait for the customers to come to me, or I could just put up my own satellites. Anybody who knew anything about the history of satellites knew that was the craziest idea in the world. And of course it’s like this giant success. It’s the side project. It’s clearly the least studied and understood thing I know of in the world right now.”

@favelaoverlord I understand the cynicism for large scale nuclear but why dooming about SMRs? DOE has clearly signalled a radical shift

One of the few truly bullish signals for nuclear in the US rn: Burke Hollow (uranium mine) just started operations on Thursday

@E_Bruxxx things are getting done as we speak...

AMEN 🇺🇸 🏭

the most important startup in america outside of a frontier AI lab is @BethlehemSteel if you care about reindustrialization you need these guys to win

@zanehengsperger @BethlehemSteel In 23 years UI design has come a long way. We need to show the same is true for steel. (We will)

@zanehengsperger You either die a Kaiser or live long enough to see yourself become a Carnegie

keep building that manufacturing startup the VCs might be far from the factories... but ... reliance steel. billing clerk from fresno. $17B. john deere. blacksmith's apprentice. $163B. carnegie steel. child immigrant. bobbin boy in a cotton mill. built the largest steel company on earth. boeing. lumber merchant. $171B. waymo. german professor. $126B. ford. farm kid from dearborn. $46B. kaiser aluminum. school dropout at 13. $2B. nucor. guy who took over a bankrupt company nobody else wanted. $42B. caterpillar. sawmill worker from new hampshire. $171B. alcoa. college kid experimenting in a woodshed. $19B. anduril. a guy who made VR goggles in his parents' garage. $84B. spacex. a guy who sold software. built rockets. the "right background" never existed, they built it

@Iammaikpeters @zanehengsperger We need to build the competition that cause the weak to better themselves. The Catfish Effect

You’re not wrong. Something has to be done to bring back metal production. But all the money in the world will not do this fast enough. Even if we have 100 mills Monday morning, where are the folks running them coming from? Do we even have the raw materials to cook? There needs to be a national strategy beyond just tariffs. Young folks are complaining about sending out tons of resumes and not getting one single interview before we gave them one. And they are really bright kids with great GPAs and all the bells and whistles you want out of college grads. The existing mills and mining companies need to pay forward and train, train, train. Otherwise all this is just wishful thinking.

all tariff refunds (even if its just the steel or metals refunds) should be directly allocated to bringing production back to America

@ianbrooke That’s true, but the clearpill is that there is light at the end of the tunnel for people with the right vision. We can all learn from Henry Kaiser: his work compounded over decades until he became a true goliath

This piece captures the reality of re-industrialization in the US. It’s play acting. An indefinite optimism while hoping for some deus ex machina to save the day. I don’t think help is coming, if anything, the opposite. The only way to succeed is being clear eyed and taking it all on oneself. So far the most many are able to stomach is software for hardware, which is laughably inadequate. Elon has effectively built his own industrial base. Success for myself and others will require that same level of ambition and self sufficiency.

@JigarShahDC The enabling technology here is Enhanced Geothermal Systems. If the tech from fracking can be carried over, it unlocks major capital inflows and broad support

@mtrainier2020 A bowl is only useful when it is empty🍜

@rob_lh @jaimalik Reading the Environmental Impact Report for the Mojave mill was radicalizing

@jaimalik The state seems to hate factories, though I saw a steel mill went up in CA recently. I expect growth to go where it's allowed, and CA doesn't seem to want anything industrial. TX, AZ, and some midwestern states do.

@jamesganley this is how I already walk day-to-day

Guys I’m wearing the 1940s British Interplanetary Society’s lunar suit on the space crusade

@krus_chiki Love this. Thankfully the steel industry is in fact a challenge to penetrate, otherwise we'd all be doing it

Of course that’s your contention. You’re a StartUpBro industrialist. You just finished reading the ‘Reindustrialize America’ thread and now you’re gonna pivot to vertically integrated, carbon-neutral steel. You’re gonna be convinced of that until next quarter when you discover electricity costs and realize blast furnaces don’t run on vibes and intermittent wind credits. Then you’ll pivot to ‘green hydrogen direct reduced iron’ — that’ll last right up until you price power at industrial scale. Well, as a matter of fact, we’ll secure domestic ore and strategically source critical inputs—” —Strategically source? You mean import the iron ore we don’t mine at scale and politely ask China and Russia for the 75% of global manganese they control? That strategic? “No, because we’re rebuilding American industrial capacity and—” —Rebuilding? With what institutional knowledge? The guys who knew how to actually run integrated mills retired when we offshored production in the ‘90s. “And anyway, tariffs will protect domestic producers—” —controlled by the same cozy domestic monopoly you call ‘healthy competition.’ That your big plan? Carbon-neutral, monopoly-priced, VC-backed rebar? Do you have any thoughts of your own on this, or are we just speedrunning Industrial Policy Fan Fiction?”

@aphysicist What's sad is that third pic's railway likely is not even serving passenger rail currently, we've moved backward

industrial propaganda of the 40s-50s went so hard

This is what saves us

@gaulicsmith It’s good they’ve kept them up to remind us of our past mistakes. Looking at them from the office window each day is a great reminder of how much we need to rebuild.

Professing themselves to be wise, they became fools. Wherefore God gave them up to their vile afflictions, and men sold their souls for quick profits and the promises of great riches. And lo they did not honor their children nor their people, but desired only riches and vain things. And so it came to past that the great furnaces fell silent, and no longer was the sound of hammer upon steel heard in the land. No longer did men and machines dig ore from the ground and smelt it, nor did they bring forth any new metal. And the machinery within lay dormant and rusted over and went back to the dust. And it came to pass that a once great people despaired and became poor. And the people crept among the ruins of the things built by their fathers and did not understand. A great darkness settled upon the land. Men were given over to merchants of poisons and ministered deaths to gain. They forsook that which was good for the folly of bread and circuses. And so they cried out to the Lord, but their cries went unanswered.

This is THE GOAL

@GanleyMicheal Many will never appreciate the delights of a 🐚 gravy

Nearly time for the Sunday gravy 🗽🇮🇹. I’m STATEN ISLAND MAXING.

@EERandomness Theres tremendous opportunity for desalination using thermal processes in cogeneration. Converting heat to electricity back to heat seems so inefficient when this exists.

If you worried about the water use of the new datacenter boom, just consider that fresh water and energy are basically interchangeable. Cheap energy allows for desalination and long distance transport of water with pumps. Energy = Water, almost anywhere on earth