The real oil shock is diesel, now $210 a barrel
Max argues three converging supply shocks are pushing diesel to $210 a barrel, a crisis he says dwarfs gasoline shortages and reaches every consumer, whatever they drive.
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Acon bets five-minute robotic pit stops can fix robotaxi economics
Acon co-founder George Calaigeras argues robotaxi profitability hinges on fleet utilization, not cleaning cost, and that distributed robotic pods on scarce urban land beat depots, though customers remain unannounced.
Starpath CEO: AI data satellites need $200/kg launch nobody sells
Starpath CEO Saroj Sharaf argues orbital AI compute depends on fully reusable rockets whose owners have little reason to sell, pushing a solar-panel maker toward building its own launch company.
Defense demand is building an industrial base robotics could inherit
Two American Dynamism investors argue defense, energy and robotics draw on one supply chain, and private capital building ahead of government demand is rebuilding it.
Crusoe's CEO models AI infrastructure on oil majors, not winner-take-all
Chase Lochmiller, CEO of Crusoe, explains how a vertically integrated model, from electrons to tokens, shapes his view of competition, leadership scaling, and the public backlash against data centers.
Nuclear Company plans 6.6 GW Kentucky campus, betting on Vogtle fixes
Jonathan Webb, CEO of The Nuclear Company, argues that finished designs and data-driven construction management can fix Vogtle's overruns, though offtake buyers and permitting remain unresolved for Prosperity 1.
Eisman: 70% of hyperscaler AI revenue rests on two labs
Investor Steve Eisman argues AI's chain from Nvidia to Oracle depends on two cash-burning labs without moats, yet admits he cannot say whether this is a bubble.