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Interviews with operators, essays on scaling, and every newsletter edition.

Essay

Navigating Tariffs in 2025

2.20.25

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Essay

Essay

Solving for Scale Summit 2025: Gathering Leaders Across the US Manufacturing Renaissance

2.12.25

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Essay

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Newsletter

Untitled

1.28.25

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Newsletter

Newsletter #12 - Jan 13 2025

1.13.25

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Newsletter

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Newsletter

Newsletter Send #11 - Dec 20 2024

12.20.24

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Newsletter

Essay

Separating the Signal from the Vibes: What JLL’s 2024 Tenant Demand Survey Can Tell Us About the Next Decade of US Manufacturing Capacity

12.20.24

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Essay

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Interview

Building Billion-Dollar Industrial Strategies for the Energy Transition: From Tesla to Twelve with Andy Stevenson

7.14.24

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Interview

Essay

Capital Stack Strategies for Next Gen Factories, Integrating Operations with Financial Engineering from the Start

5.30.24

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Essay

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Essay

Form Energy to begin manufacturing iron air batteries in Weirton to stabilize electrical grid (Copy)

5.14.24

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Essay

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Essay

Form Energy to begin manufacturing iron air batteries in Weirton to stabilize electrical grid (Copy) (Copy)

5.14.24

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Essay

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Essay

Form Energy to begin manufacturing iron air batteries in Weirton to stabilize electrical grid (Copy) (Copy) (Copy) (Copy)

5.14.24

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Essay

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Essay

Form Energy to begin manufacturing iron air batteries in Weirton to stabilize electrical grid (Copy) (Copy) (Copy)

5.14.24

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Essay

Newsletter

Ready to ramp!

10.2.26

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Newsletter

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Newsletter

The Pentagon Jumps Into Reindustrialization

9.8.26

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One Airframe, Two Customers

7.31.26

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Newsletter

Newsletter July 25 2025

7.25.26

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Newsletter

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Newsletter

The Reshoring “Boom,” One Year Later — What the Data Actually Says

6.29.26

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Newsletter

👷🏻‍♀️ $2 Trillion to Rebuild America — and Money Is the Easy Part

6.5.26

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