Shyam Sankar

everyone has given up on communism including the Russians and the Chinese except for Cuba and The US government essentially like we have five-year centralized plans and DoD We call it the fight app like literally we have a five-year plan that looks very very Soviet in terms of how we think the world's gonna work It's this centrally unplanned approach so if we can start building stuff behind the grid behind the behind the meter and

everyone has given up on communism including the Russians and the Chinese except for Cuba and The US government essentially like we have five-year centralized plans and DoD We call it the fight app like literally we have a five-year plan that looks very very Soviet in terms of how we think the world's gonna work It's this centrally unplanned approach so if we can start building stuff behind the grid behind the behind the meter and

And if we can do the permitting reform that's necessary that this administration is focused on, it's going to enable new entrants to start creating power and reduce the monopoly that historically the utilities have had, which as a theory of change means like they have to react to this.

And if we can do the permitting reform that's necessary that this administration is focused on, it's going to enable new entrants to start creating power and reduce the monopoly that historically the utilities have had, which as a theory of change means like they have to react to this.

And if we can do the permitting reform that's necessary that this administration is focused on, it's going to enable new entrants to start creating power and reduce the monopoly that historically the utilities have had, which as a theory of change means like they have to react to this.

So they're either going to slowly find themselves shriveling and shrinking, or they're going to reinvigorate themselves and show up to compete and be like, okay, these guys were the first movers and we can do it. There's kind of a theory of the economy that's actually at any given epoch, there's only maybe five to 10 live players, you know, founder driven institutions, really innovative.

So they're either going to slowly find themselves shriveling and shrinking, or they're going to reinvigorate themselves and show up to compete and be like, okay, these guys were the first movers and we can do it. There's kind of a theory of the economy that's actually at any given epoch, there's only maybe five to 10 live players, you know, founder driven institutions, really innovative.

So they're either going to slowly find themselves shriveling and shrinking, or they're going to reinvigorate themselves and show up to compete and be like, okay, these guys were the first movers and we can do it. There's kind of a theory of the economy that's actually at any given epoch, there's only maybe five to 10 live players, you know, founder driven institutions, really innovative.

They set the pace, they define what's possible. And the other companies in the economy are sort of mimetically different. copying, they're imitating them. And that's OK, because it provides the necessary stimulus for the whole thing to kind of work. And I think the problem we found ourselves in, let's say the last 20 years, is outside of tech largely, there have been no live players.

They set the pace, they define what's possible. And the other companies in the economy are sort of mimetically different. copying, they're imitating them. And that's OK, because it provides the necessary stimulus for the whole thing to kind of work. And I think the problem we found ourselves in, let's say the last 20 years, is outside of tech largely, there have been no live players.

They set the pace, they define what's possible. And the other companies in the economy are sort of mimetically different. copying, they're imitating them. And that's OK, because it provides the necessary stimulus for the whole thing to kind of work. And I think the problem we found ourselves in, let's say the last 20 years, is outside of tech largely, there have been no live players.

these parts of the economy have kind of shrunk and shriveled and become, they're only dead players. And so the reinjection of some live players is how we'll reinvigorate this. Andrel is a live player for hardware defense primes, right? And the other primes have to respond to that. And that, if you're going to have hope in them, some of them may not.

these parts of the economy have kind of shrunk and shriveled and become, they're only dead players. And so the reinjection of some live players is how we'll reinvigorate this. Andrel is a live player for hardware defense primes, right? And the other primes have to respond to that. And that, if you're going to have hope in them, some of them may not.

these parts of the economy have kind of shrunk and shriveled and become, they're only dead players. And so the reinjection of some live players is how we'll reinvigorate this. Andrel is a live player for hardware defense primes, right? And the other primes have to respond to that. And that, if you're going to have hope in them, some of them may not.

But the ones who want to survive are going to respond to that. Similarly in utilities, the small modular reactor companies, the upstarts are going to be the live players that drive the change. And this, I feel like it's such an exciting time because you start to see the emergence of these live players.

But the ones who want to survive are going to respond to that. Similarly in utilities, the small modular reactor companies, the upstarts are going to be the live players that drive the change. And this, I feel like it's such an exciting time because you start to see the emergence of these live players.

But the ones who want to survive are going to respond to that. Similarly in utilities, the small modular reactor companies, the upstarts are going to be the live players that drive the change. And this, I feel like it's such an exciting time because you start to see the emergence of these live players.

People are coming out of their shell and cocoon and, you know, you can point to things that are worth investing in. The capital markets are starting to see that. They're starting to put capital behind these founders. You know, it's a great time for the American revival.

People are coming out of their shell and cocoon and, you know, you can point to things that are worth investing in. The capital markets are starting to see that. They're starting to put capital behind these founders. You know, it's a great time for the American revival.

People are coming out of their shell and cocoon and, you know, you can point to things that are worth investing in. The capital markets are starting to see that. They're starting to put capital behind these founders. You know, it's a great time for the American revival.