The Industrialist Review

A Silicon Valley circuit designer maps the power, optics, silicon, and infrastructure bottlenecks behind AI. https://atlas.nuttycld.workers.dev/

I focus on exploring the dynamics of political economic change through the lens of thermoeconomics and supply chains, the role and place of China in our world and how technologies and science "upstream" shape the possibilities "downstream".

Strategic intelligence on critical minerals. Independent. Opinionated. Evidence-based.

Breaking the Bottleneck is a weekly manufacturing technology newsletter with perspectives, interviews, news, funding announcements, manufacturing market maps, predictions, and more!

Energy, geopolitics, and markets shaped by physical and economic reality. Written by an ex-big-law attorney (PhD). Stop getting it secondhand.

In-depth conversations with global top minds on long-termism, East-West dialogue, and cross-cycle success.

A prospective intelligence on the tectonic shifts reshaping capital flows, geopolitical power, and the global order. Written for those who need to understand what's moving before it moves.