The European policy on AC can only be described as sadomasochistic environmental policy enforcement Intentionally inflicting pain on their population to get more political buy-in for decarbonization Sinking their national economies for 2-3 weeks of Chinas CO2 output

Nuclear Batteries are completely slept on 100x-1000x energy density of Li-Ion, decades long duration of stable power output Rovers on the dark side of the Moon Deep space satellites far past the Belt Drones lying in wait for years at the bottom of the ocean

Humanity is going back to the frontier – but this time to stay.   And the frontier won't be held by a few large platforms, it'll be held by fleets and constellations of systems numbering in the thousands. That requires a category of distributed power at a scale the world has never built. Until now.   My latest on why we're industrializing nuclear battery production at the historic Vallecitos Nuclear Center:

I got to sit down with David Ulevitch (@davidu) for E31 of We The Builders (@WeThe_Builders). He is a General Partner at @a16z where he cofounded the $1.776 billion American Dynamism practice with @KTmBoyle about 4 years ago. Since then, it has taken over the timeline and become the language many use to describe frontier, deep or hard tech. Friend of the show @lochhead calls this Category Design, where you don’t necessarily have to be the first to become a category leader, you need to frame the problem and do it better than everyone else. We talk about investing strategy, founding story of American Dynamism and what made it a sticky brand, what he has learnt about how the world works from his anthropology background, surveillance concerns with public safety technologies, his best mentor who is not @pmarca and more. American Dynamism focuses on investing in areas such as public safety, aerospace, logistics, national security, defense, manufacturing, industrialization, logistics. Some of the companies in their portfolio include @anduriltech , Amca, @AppliedInt , Apex Space, @AstroMechanica , @Astranis , @basepowerco , @CAForever , @Castelion , @HadrianInc , @NorthwoodSpace , @RadiantNuclear and of course @SpaceX. Founders of many of these will be featured in upcoming episodes or are friends of the show. David was previously the founder and CEO of OpenDNS, a cloud-delivered security service that was acquired by Cisco in 2015 for $635 million. While at @Cisco , David was Senior Vice President and General Manager of Cisco Security — a $2.4 billion annual revenue business with more than 5,000 team members — where he oversaw the company’s global cybersecurity strategy, product portfolio, and business (via A16Z). Timestamps: 00:00 - Introduction 01:57 - Defining American Dynamism 05:43 - Project Maven and Rebuilding the Arsenal of Democracy 07:24 - Competing with General Catalyst for Anduril 08:49 - Category creation and defining the market 10:57 - The marketing engine of “The American Dream” 15:20 - Replicating Silicon Valley 18:22 - Robot Dogs and General Catalyst 19:47 - 1776 Million: Building the American Dynamism Practice 20:59 - Why Hardware Outperforms Software Over Time 22:38 - Coupling Defense, Energy, and Space 26:28 - Investing in Public Safety 33:01 - Investment Committees are “stupid” 35:39 - Long-term partners over short-term bets 39:23 - Policy, Regulations, and navigating relationships in DC 43:11 - How regulations are slowing us down 46:54 - The Industrial Supply Chain Divergence 51:29 - Global Maritime Dominance and Expanding TAM 53:39 - Venture-Backable Bets in Critical Industrial Infrastructure 1:00:24 - Applying Anthropology: Study of People, Culture, and Political Power 1:04:08 - What Drives Innovation Across Nations? 1:11:49 - Regional Talent and State Incentives 1:15:48 - Moving from Benevolent Dictator to Minority Investor 1:20:42 - Life is Checkers, Not Chess: Agency and Knowing When to Sell 1:26:57 - OpenDNS and the Pivot to Enterprise: Letting Markets Dictate Your Revenue 1:30:13 - The High Bar for Talent: Grittiness, Grind, and Magnetic Leadership 1:33:09 - Attracting Capital via Narrative: Storytelling vs. Lying 1:35:07 - Toastmasters and Single-Topic Debates: Sharpening Communication 1:37:20 - Modern Credentials: Domain Expertise and Sourcing True Signals 1:44:23 - Government Sales 101: Enterprise Sales on Steroids 1:46:34 - Closing

The Singularity Economy has to be the most exciting time in a species history, to go all at once from conditions of harsh scarcity to super-ultra abundance. If you could, you'd probably just want to keep reliving this time period over and over. Most Replayable Era

What should America’s competitive advantage in manufacturing be? speed. How fast can you go from “I have an idea” to “here’s the product.” At Deep Tech Week today, three ideas emerged for enabling speed : 1- Vertical integration (@bscholl): make one thing ridiculously fast. 2- Operational excellence (@jimbelosic): make lots of different things fast. 3- Reinvent manufacturing tech (@MachinaLabs_): make the process itself fast. One focuses on the org. One focuses on the factory. One focuses on the machine. The winner probably does all three.

Hollywood is dead. The films are just ideological propaganda pushing something people are sick of. Just as AI video gen is getting good enough to compete. Creativity belongs in the hands of the people. Looking forward to the future of decentralized media

Let's consult the historical record to see what the Aztec society was up to when the Spanish conquered it. First, from Cortes: “They have a most horrid and abominable custom which truly ought to be punished and which until now we have seen in no other part, and this is that, whenever they wish to ask something of the idols, in order that their plea may find more acceptance, they take many girls and boys and even adults, and in the presence of the idols they open their chests while they are still alive and take out their hearts and entrails and burn them before the idols, offering the smoke as sacrifice. Some of us have seen this, and they say it is the most terrible and frightful thing they have ever witnessed… not one year passes in which they do not kill and sacrifice some fifty persons in each temple; and this is done and held as customary… not one year has passed… in which three or four thousand souls have not been sacrificed in this manner.” And now Bernal Diaz del Castillo: “The dismal drum of Huichilobos sounded again, accompanied by conches, horns and trumpet-like instruments. It was a terrifying sound, and when we looked at the tall cue [temple] from which it came we saw our comrades who had been captured in Cortes’ defeat being dragged up the steps to be sacrificed. When they had hauled them up to a small platform in front of the shrine where they kept their accursed idols we saw them put plumes on the heads of many of them; and they made them dance with a sort of fan in front of Huichilobos. Then after they had danced the papas [priests] laid them down on their backs on some narrow stones of sacrifice and, cutting open their chests, drew out their palpitating hearts which they offered to the idols before them.” ... “Every day we saw sacrificed before us three, four or five Indians whose hearts were offered to the idols and their blood plastered on the walls, and their feet, arms and legs of the victims were cut off and eaten… Every wall of this chapel and the whole floor, had become almost black with human blood, and… the stench was worse than in a Spanish slaughter-house.” ... “When we arrived at the great market place, called Tlaltelolco, we were astounded at the number of people and the quantity of merchandise that it contained… Let us begin with the dealers in gold, silver, and precious stones, feathers, mantles, and embroidered goods. Then there were other wares consisting of Indian slaves both men and women; and I say that they bring as many of them to that great market for sale as the Portuguese bring negroes from Guinea…. They brought some of them tied to long poles by means of collars around their necks so they would not escape, and others left loose.” ~~ This is what the Spanish conquered in the name of Christendom - a Stone-Age society consumed with ritualistic human sacrifice, cannibalism and slavery.