🇺🇸 The Race for Hyper Techno Industrialism w/ @isaiah_p_taylor (CEO, @valaratomics) & @shaunmmaguire (Partner, @sequoia) A conversation from the @DiscipulusVent Cohort in El Segundo. Including: > Why the best builders are congregating in the Gundo > Hyper techno industrialism & the race against China > Why hardware will look like software did 20 years ago > How China actually plays the game > OSC, raw material subsidies, & catching up > The Caltech wind tunnel fluke that built SoCal hardware > What’s next: biology, robotics, & gigawatts at a cent > Why everyone is underestimating the hardware buildout Highlights: (00:00) The race for hyper techno industrialism (01:07) Why El Segundo: touring every US hard tech hub (02:15) You bump into great engineers in the Gundo (03:07) A generation that wants to build things that matter (04:08) 10 to 100 to 100,000: the race against China (05:22) Hardware is about to look like software 20 years ago (06:50) How China really plays the game (08:38) OSC & subsidizing the supply chain (09:43) Catching up vs. winning in the net new (10:45) Americans as the world’s best product engineers (11:31) Subsidizing raw materials & the Inconel problem (13:20) Growing up with SoCal as America’s defense base (14:31) The macro rotation back to hardware (16:13) The Caltech wind tunnel fluke (17:46) Designed in El Segundo, scaled in Texas (18:13) The founding cohort of crazy people (19:07) What’s next: biology & robotics infrastructure (20:03) Start what seems a little crazy today (20:23) Cheap energy & the aluminum lesson (21:55) We’ll need 100x what people think

The @DiscipulusVent Fall Cohort just wrapped up in Gundo. 🇺🇸 Joined by @isaiah_p_taylor, @shaunmmaguire, @ADoricko & more throughout the week. 9 hardtech teams building for the American Interest. Companies below 🧵👇

250 years ago, a small group built something the world had never seen: America. 🇺🇸 That spirit never died. In 2002, @elonmusk moved into a warehouse in El Segundo and proved Americans could still build the impossible. A generation of companies was born from that building. They're still being built here today. If you're building something your family and your country will be proud of, come to the Gundo and build what you need to. Apply for the Fall Cohort below. Deadline July 17th. Featuring @jordannoone and @jordan__black