Space – The New Version

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Space is no longer a frontier. For most of the modern era, space has been misunderstood—not technologically, but economically.
Space was a destination rather than a system and a heroic engineering challenge rather than an industrial platform with a continuous operational, and commercial potential. Many early “commercial space” narratives sought to impose venture logic on a domain that remained structurally dependent on government capital, prestige economics, and one-off missions. The result was predictable: excitement without durability, valuation without cash flow, and ambition without a stable market. Now, space is about economic persistence: building businesses that treat space not as a product but as a technological and economic stack – a physical layer supporting a stack of software services and networks.

Blame Prometheus

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As the era of artificial intelligence is here, it’s easy to fall into the trap of despair and fear over the loss of control and the worry that artificial intelligence is about to unleash killer robots and enslave humanity. Either that, or Artificial intelligence will improve lives, expand access to education, advance healthcare, and advance climate science, among many other improvements. Luckily, AI’s benefits greatly outweigh its costs. Nothing is free, and everything comes with a price (there are always both sides to the ledger), but the extraordinary benefits that artificial intelligence can unleash are worth the effort. It would be a mistake to slow down, pause, or restrict research, development, and AI applications. AI will not destroy the world — and it is more likely to save it.

The Wheel, the Cart, and AI Systems

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The wheel was a great invention. But not until it was combined with other wheels to create a usable cart was it an innovation. The wheel was a breakthrough; a moving, stable cart was a system. Systems create intelligent, scalable, and disruptive technology. Innovations are not new technologies. Breakthroughs are necessary, but it’s systems that are the solution. The value created by AI in the physical world is not scaling software. It is focus, discipline, and constraint within effective systems. The systems that endure will not be those that promise universality, but those that dominate specific economic niches, involve humans strategically, and survive year ten of operation.

Physical Intelligence

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Robotics and related technology are ready for deployment, but the industry hasn’t crossed the threshold into full-scale production. Computational breakthroughs in stunning demonstrations are attention-grabbing, but the realities of industry quickly take over. There is a gap between robotics and artificial intelligence (“physical intelligence”) as it transitions from potential to hardware delivery in a demanding industrial setting. Physical AI and its integration into robotics may become one of the largest markets in history. But it is an industrial problem whose solution is not on a software timeline. In other words, its commercial deployment requires much more systems integration and real-world constraints than a software slide deck contemplates.

The Failure of Simplicity

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Markets destroy the comfortable assumption that tomorrow behaves like yesterday. They reward those who can identify when the system’s structure changes and punish those who try to fit new realities into old frameworks.

That is why the conventional idea of “what something is worth” has become less relevant than how systems evolve. Investors who cling to formulas intended for stable conditions will always be surprised by nonlinear disruption.

Nowhere is this more obvious than in AI and energy, where the variables are not just changing; the equations themselves are being rewritten.

AI and the Economics of Ambition

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Artificial intelligence is no longer an engineering discipline. It is an economic one. The companies that win will be those that understand: Ambition requires capital. Capital requires compute. Compute requires global-scale infrastructure. Infrastructure requires a strategy measured in gigawatts and billions, not teams and timelines. This is not just the future of technology — it is the new architecture of global competition.

Innovation, Competitiveness, and a Fractured World

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The US’s competitive advantage was developing the world’s best educational system, initiating innovative research and development, welcoming the world’s best students to thrive in an unrestricted environment, and accessing unique forms of capital for entrepreneurial ideas. The unique environment that combined academia and entrepreneurship, as seen at places like Bell Labs and Fairchild Semiconductor, was the spark that ignited Silicon Valley, the Life Sciences Corridor, the Innovation District, and the Research Triangle, among others, creating an unprecedented entrepreneurial environment and economic engine. This drove economic growth, disruptive innovation, and greater prosperity. This created a virtuous cycle that enhanced national wealth and economic opportunity. We are undermining all these advantages. The next 20 years will be defined by choices made today. Talent, energy, and technological innovation build the foundation for prosperity. Undermine them, and you guarantee decline.

The Total Perspective Vortex

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We are on the precipice of technological innovations that could potentially disrupt humanity, but they will not happen overnight, nor will they be out of our control. We have the time and hopefully the perspective to make wise choices.It’s happened before. A little over 100 years ago, and within a few decades, the automobile, the airplane, the telephone, and the electrical grid remade the physical and social fabric of life. For the first time, distances collapsed. Cities and homes glowed with electric light. Factories ran with continuous power. Communication traveled instantly across continents. People traveled unimaginable distances in hours rather than weeks or months.What had been science fiction for centuries became everyday reality, and people felt both awe and dislocation. We can learn from the past, as the scale of disruption from that era was likely far greater than what we are experiencing today.The Total Perspective Vortex is a form of torture because the truth of one’s insignificance is unbearable. Perhaps that truth is found in the disruptive innovations we admire and fear, the humanity that may be lost in this sea of technological innovation, and our anxiety about our own irrelevance. We have a deeper responsibility. It’s happened before; perhaps humankind can make better use of the new era of disruptive innovation and our expanding powers more wisely.In other words, get a perspective.

New Energy Innovation

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A new generation of clean, reliable, and flexible energy technologies, including geothermal and advanced nuclear energy, is emerging. The story is no longer about clean and renewable energy. Solar and wind have their place, but capital investment and policy incentives are now focused on reliable, low-cost, controllable, domestic energy. For the first time in years, the policy, market, and demand signals are aligned in favor of a portfolio of solutions that are testing the edges of technology and are no longer narrow niches.

The US, China, and the AI Action Plan

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The US is still ahead of China in artificial intelligence. However, perhaps the key to China’s success lies in its open-source model ecosystem, combined with aggressive development in semiconductor design and manufacturing. Our world is not static, and the world of artificial intelligence is where momentum matters. AI can potentially be transformative, and although current geopolitical rhetoric does not allow for cooperation or collaboration, AI progress and innovation are ultimately a global collaborative effort. If done correctly, it benefits many more and it does not come at the expense of any one nation. That should be the AI Action Plan.