Interviews with operators, essays on scaling, and every newsletter edition.
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Essay
3.5.26
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Essay
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Essay
Trust the Process - The Real Moat Isn't the Breakthrough - it's the Billionth Battery
9.16.25
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Essay


Essay
We're Collecting Billions in Tariffs. Let's Invest them in Rebuilding the US Industrial Base.
8.25.25
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Essay
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Essay
Beyond Tariff Walls: Three Types of Incentives We Can Deploy Now to Help Revitalize American Manufacturing
5.16.25
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Essay

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What got built, what got funded, who partnered with whom, and what we make of it. Free, every two-ish weeks.