What I read this week…
Microsoft thinks AI can beat Google at search — CEO Satya Nadella explains why (The Verge)
Inside the ‘Wormhole,’ Relativity Space’s monster factory 3D-printing reusable rockets (CNBC)
Friend-shoring vs. “Buy American” (Noahpinion)
Utilities are lobbying against the public interest. Here's how to stop it. (Volts)
Our Deglobalized Future (Erik Torenberg)
The P&L Tells The Story (next big thing)
Saving stroke victims with the world’s smallest camera (Waterloo News)
DEI Is an Ideological Test (The Atlantic)
On Twitter…
"This new Bing will make Google come out and dance, and I want people to know that we made them dance." - @satyanadella
How is China building SO MUCH rooftop solar, SO FAST?
What kind of policy makes this possible?
Do the projects even make money?
If you follow the China power sector, you've probably been wondering these things.
Last weekend, I went to the Shandong countryside to get answers.🧵
Inefficient policies like “Buy American” rules are especially damaging during periods of high inflation and low unemployment.
We need policies that lower costs for Americans.
This late stage capital has gone down by ~50% in < 18 months for the reasons Tom outlines as we have seen in our internal analysis. Pull back of cross-over, mutual funds, hedge funds & SWFs
Tom Loverro @tomloverro