Reading List 04/18/2026 A quadruped welding robot, the China Shock 2.0, transformer startups, China’s mysteriously moving satellites, and more.

Reading List 04/18/2026 • A quadruped welding robot, the China Shock 2.0, transformer startups, China’s mysteriously moving satellites, and more.

Reading List 04/11/2026 Is the Strait of Hormuz open yet, building code cost benefit analysis, Intel joining Terafab, sponge cities, and more.

Reading List 04/11/2026 • Is the Strait of Hormuz open yet, building code cost benefit analysis, Intel joining Terafab, sponge cities, and more.

Helium Is Hard to Replace

Helium Is Hard to Replace

Reading List 04/04/2026 Aluminum disruptions, the EV rust belt, the ongoing transformer shortage, SpaceX’s IPO, and more

Reading List 04/04/2026 • Aluminum disruptions, the EV rust belt, the ongoing transformer shortage, SpaceX’s IPO, and more

Information and Technological Evolution

Information and Technological Evolution

The Age of the Amplifier

The Age of the Amplifier

Reading List 03/21/26 Damage to the Ras Laffan LNG facility, housing bubble risks, North Korea’s naval production, Bezos’ $100 billion for manufacturing automation, and more.

Reading List 03/21/26 • Damage to the Ras Laffan LNG facility, housing bubble risks, North Korea’s naval production, Bezos’ $100 billion for manufacturing automation, and more.

How Much Computing Power is in a Data Center?

How Much Computing Power is in a Data Center?

Reading List 03/14/26 Closure of the Strait of Hormuz, banning build-to-rent homes in the US, Honda’s EV losses, Travis Kalanick’s new company, Corpus Christi’s water crisis, and more.

Reading List 03/14/26 • Closure of the Strait of Hormuz, banning build-to-rent homes in the US, Honda’s EV losses, Travis Kalanick’s new company, Corpus Christi’s water crisis, and more.

The Elusive Cost Savings of the Prefabricated Home

The Elusive Cost Savings of the Prefabricated Home

Reading List 03/07/2026 Data centers disconnecting from the grid, solar PV efficiency records, repairs for the Strategic Petroleum Reserve, Ford’s EV missteps, former OpenAI CTO’s new startup.

Reading List 03/07/2026 • Data centers disconnecting from the grid, solar PV efficiency records, repairs for the Strategic Petroleum Reserve, Ford’s EV missteps, former OpenAI CTO’s new startup.

A History of Operation Breakthrough

A History of Operation Breakthrough

Reading List 02/28/26 LA permitting costs, trickle-down housing, Panasonic stops making TVs, robotaxi remote operators, geothermal progress.

Reading List 02/28/26 • LA permitting costs, trickle-down housing, Panasonic stops making TVs, robotaxi remote operators, geothermal progress.

Reading List 02/21/26

Reading List 02/21/26

Is the Future “AWS for Everything”?

Is the Future “AWS for Everything”?

Reading list 02/14/26

Reading list 02/14/26

Trends in US Construction Productivity

Trends in US Construction Productivity

Reading List 02/06/2026

Reading List 02/06/2026

Reading List for 01/31/2026

Reading List for 01/31/2026

On Technologies vs. Commodities

On Technologies vs. Commodities

Reading List 01/24/26

Reading List 01/24/26

Do Commodities Get Cheaper Over Time?

Do Commodities Get Cheaper Over Time?

Reading List 1/10/2026 Waymos as kid shuttles, naval reactors for data centers, welder’s anthrax, flood buyouts, and more.

Reading List 1/10/2026 • Waymos as kid shuttles, naval reactors for data centers, welder’s anthrax, flood buyouts, and more.

How Did TVs Get So Cheap?

How Did TVs Get So Cheap?

Reading List 01/03/2026 Automated code checkers, meranti wood, shifting snowfall patterns, launching spacecraft with bullwhips, and more.

Reading List 01/03/2026 • Automated code checkers, meranti wood, shifting snowfall patterns, launching spacecraft with bullwhips, and more.

Should US homebuilders emulate Sweden?

Should US homebuilders emulate Sweden?

How Accurate Are Learning Curves?

How Accurate Are Learning Curves?

Reading List 12/20/25 Tesla’s robotaxi crash reports, a fusion startup merger, the decline of US injection molding, Wyoming’s snow fences, and more

Reading List 12/20/25 • Tesla’s robotaxi crash reports, a fusion startup merger, the decline of US injection molding, Wyoming’s snow fences, and more

How Bell Labs Won Its First Nobel Prize

How Bell Labs Won Its First Nobel Prize

Reading List 12/13/2025 Boom Supersonic’s gas turbine, the reliability of learning curves, a fake bridge collapse, using coal mines for geothermal energy, and more.

Reading List 12/13/2025 • Boom Supersonic’s gas turbine, the reliability of learning curves, a fake bridge collapse, using coal mines for geothermal energy, and more.