Joseph Krause
speaker
1,040 appearances
1 recordings
1 series
first heard Jun 2026
last heard 17 Jun
Joseph Krause’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 Jun 2026 with 1.
Appearances
Hafnium, 10 to 15x in price because China owns a majority of the supply chain.
Things like refractories, titanium, niobium.
So hafnium is an element on the periodic table that is used in things like C103, right?
It's about 10% weight or weight percentage of hafnium in C103, which is a very common aerospace and space alloy that's used today.
So now we're starting to see, you know, in conversations, requests around, you know, can you remove that material or I should say that element from that material, right?
And that's a different problem.
There, you're actually trying to kind of just meet the same performance specs, but you're trying to completely remove half the M from that equation.
We've worked on that problem specifically, and we have successfully done that.
And so this is where you get back to, you know, supply chain is a concern.
Cost and margin is a concern.
Who is paying that and feeling it?
I can tell you the space industry has a lot...
has much more tolerance for high cost performance is everything when i'm designing a new heat shield or i'm designing a new cone that goes on on uh the rocket engine performance is my number one thing i care about cost is not the first thing i care about it's not irrelevant i want to pay a hundred million dollars for a nose cone but i still need it's still not the top thing i'm thinking about you think about something like consumer electronic or
Maybe even like a medical device application, which alloys go into, now cost is definitely much more sensitive.
You know, there are probably alloys we could put inside smartphones today, but it would just make them unbelievably expensive and probably not tolerant to some of the other things we have to put in there.
So there are just so many things about a material that make it so much harder.
And, you know, this is one of the reasons why we deeply believe in self-driving labs.
Just to kind of come back to this point for a second.
this is the difference between ai for bio and ai for materials in my opinion from the materials lens you know if you look at bio or maybe small molecules as a more broad category because you probably could include some organic materials in that you look at selfies and smile strings right which has been a big way to have
Those materials, those molecules in text.
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