Research
Company and market analysis, argued from findings that carry their own sources.
StartupsTerabase EnergyCan It Be BuiltSEP 27, 202617 min
Terabase's 10 GW Promise: What a 20 MW-per-Week Outdoor Line Actually Has to Sustain
Terafab has built real solar plants, and V2 has cleared field testing. Ten gigawatts a year is a claim about ten lines running outdoors at rate, and the gap between a two-minute cycle and a quarter's output is where it is decided.
StartupsAyar LabsCan It Be BuiltSEP 20, 202615 min
The Silicon Is Real. The Factory Is the Question.
Ayar Labs has working co-packaged optics, more than $1 billion raised, and a production timeline that ends in 2027. What separates working silicon from a shipping product is qualification, and qualification runs on its own clock.
SectorsHome humanoid robotsSEP 13, 202613 min
The Factory Assumption Is Breaking: What It Takes to Make a Humanoid Robot Safe in a Home
Humanoid safety engineering was built for the factory and works there. The home removes the controls that the case depends on and adds hazards it never faced. Five requirements would close the gap.
StartupsExowattCan It Be BuiltSEP 5, 202614 min
Four Cents a Kilowatt-Hour: Examining the Claim at the Heart of Exowatt's P3
Four cents a kilowatt-hour of dispatchable solar would change grid economics. The claim rests on Stirling engines, modular manufacturing, and a thirty-year duty cycle. What the physics, the cost history, and the disclosures show.
SectorsUS transformer manufacturingAUG 28, 202615 min
The Grid Is the Bottleneck: How 128-Week Lead Times, a Single Steel Mill, and 80% Import Dependence Are Constraining America's AI Buildout
The AI buildout runs on large power transformers: 128-week lead times, one domestic GOES mill, 80% import dependence. Where the constraint actually binds, and what it would take to unwind it.
StartupsFigure AICan It Be BuiltAUG 27, 202615 min
Can a Humanoid Working Beside People Be Made Safe? Figure AI Meets Its Binding Constraint
Humanoids working beside people would be one of the decade's defining products. The valuation assumes it; the safety case is the engineering that has to catch up. What that case requires from standards written for machines behind fences.