Bob Mumgaard
speaker
238 appearances
1 recordings
1 series
first heard Jul 2026
last heard 20 Jul
Bob Mumgaard’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
But it's also like mostly steel.
It's mostly manufactured things.
So when you think about like the footprint of that supply chain, that footprint is way, way, way smaller than like industries we're used to thinking.
It's not a leading edge semiconductor with 130 countries.
Yeah, it's it's it's like um smaller than the semiconductor industry, it's kinda like commercial aviation building, like the j the the the the embryos and and and Boeings.
It's not the automobiles, it's not shipbuilding.
It's actually funny, it's like the amount of steel in like a fusion economy is not like the amount of steel in shipbuilding, it's like the amount of steel in like shipping container building.
I hope so.
And and and there's reason to think that we could be because, you know, frankly, like the value add is so much higher, right?
This is a complex technology, but complexity is something that is getting cheaper and cheaper and cheaper.
And complexity is something that you can maintain an advantage in uh through iteration and learning versus rolling steel um or making a billion solar panels.
Um, those are hard things to compete against other nations on.
Yeah, you know, the scientific community is actually pretty well aligned.
This is very, very possible.
There's questions about the timeline, but the timeline hinges not on discovery, it hinges on delivery.
It hinges on the ability to build things.
And so places like Devon's, like here, that show this ability to go very, very quickly, right?
That this sort of mentality that comes from the private sector, from startups, but that's the SpaceX mentality.
mentality when compared to NASA, like really opened opportunities.
That's what's happening in in fusion.
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