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Energy Bottleneck: The Electron Ceiling

You can design a better chip, you can’t design a gigawatt.

The metal in your pocket has no price

A metal just 9x'd and you can't buy it.

The companies Uncle Sam buys next

I stopped laughing at government stock picks.

The SpaceX Launch Tax

The “Launch Tax” and why SpaceX may become the largest IPO in history.

Watch the Cement Trucks, Not the Missiles

The $4.69B bet on American gas, signed the week oil crashed.

Compute as a Commodity

It echoes of 1983 all over again. Here’s what happened last time.

Exxon already mined this trade once

The Oil Giant’s patent expired, but the thesis didn't.

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