SpaceX Has a $1 Trillion Blind Spot
SpaceX dominates the global launch business and nobody else is even close… Its reusable Falcon 9 rockets transformed the economics of getting to orbit, dramatically lowering costs while increasing launch frequency. And SpaceX now sends more payload into space...
This Transportation Revolution Is Going to the Moon
Every great economic expansion has eventually run into the same problem: Transportation. It doesn’t matter how valuable the resources are, how good the products are, or how revolutionary the...
AI’s Biggest Problem Isn’t Chips — It’s Electricity
For most of the AI boom, investors have been obsessed with computing power… Who makes the fastest chips? Who builds the biggest data centers? Who supplies the networking equipment connecting...
The Biggest Part of the Space Economy Isn’t War
Mention the space economy, and most investors immediately picture missiles, surveillance satellites, military communications, and governments competing for control of the ultimate high ground. That...
Past Featured Articles
SpaceX Has a $1 Trillion Blind Spot
SpaceX dominates the global launch business and nobody else is even close… Its reusable Falcon 9 rockets transformed the economics of getting to orbit, dramatically lowering costs while increasing launch frequency. And SpaceX now sends more payload into space...
This Transportation Revolution Is Going to the Moon
Every great economic expansion has eventually run into the same problem: Transportation. It doesn’t matter how valuable the resources are, how good the products are, or how revolutionary the technology is… If you can’t move things where they need to go quickly,...
AI’s Biggest Problem Isn’t Chips — It’s Electricity
For most of the AI boom, investors have been obsessed with computing power… Who makes the fastest chips? Who builds the biggest data centers? Who supplies the networking equipment connecting millions of processors together? But an increasingly serious problem is...
Older Post
The Real “Price Gougers”
When asked what she would do to deal with inflation during her failed presidential campaign, Vice-President Kamala Harris repeatedly talked about battling the bogeyman of price gouging — the idea that retailers jack up prices to pad their profits Now, never mind that...
A Caffeine Jolt for Starbucks
Oh how the mighty have fallen. Once the king of all coffee sellers, Starbucks has stumbled on hard times. In fact, the whole of 2024 had been pretty much a disaster for the company. The company reported a first quarter rise in revenue — but fell short of...