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▶ 10:00 · Advanced Manufacturing · Design for manufacturing at scale — delete parts, automate processes, colocate engineering and production

now playing · Advanced Manufacturing

Advanced Manufacturingtailwindscore 9/10justin lopez

Design for manufacturing at scale — delete parts, automate processes, colocate engineering and production

The SpaceX/Anduril/Tesla playbook: engineers must own the full system (cost, economics, manufacturing, regulation), not just their component. Prototypes allow heroic one-offs; production re…

Grid & Power Infrastructuretailwindscore 9/10justin lopez

Delivery cost of electricity rising while generation cost falls — storage at load reverses the trend

Generation costs (solar, wind, nuclear) continue down the cost curve, but delivery costs are increasing because the grid is built for peak and underutilized. Distributed storage at the home…

Energy & Power Generationtailwindscore 9/10justin lopez

Home batteries as virtual transmission lines unlock stranded grid capacity

Placing storage behind the meter at the load side (homes) smooths both generation intermittency and demand peaks, raising utilization of existing distribution lines from <50% toward 100%. T…

Energy & Power Generationtailwindscore 8/10justin lopez

Texas energy-only market (real-time 5-min pricing) structurally superior to capacity markets for storage economics

Texas pays generators only for energy produced (price changes every 5 min), creating efficient price signals that reward flexibility. Capacity markets (PJM, ISO-NE) pay for availability, lo…

Defense Techtailwindscore 8/10justin lopez

Rebuilding full-stack domestic supply chains from mining to manufacturing is a multi-decade imperative

Critical industries (batteries, rockets, drones, semiconductors) have lost not just final assembly but upstream capacity — lithium, separators, cans, specialty steel. True reshoring require…

AI Infrastructuretailwindscore 9/10justin lopez

Electricity demand growth accelerating from 1-2% to 5%+ annually driven by AI and electrification

Data center load for AI plus EV adoption is inflecting US electricity demand growth from ~1-2%/year to 5%+/year. The constraint on AI, EVs, and broad prosperity will be the delivered cost o…

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▶ 10:00 · Advanced Manufacturing · Design for manufacturing at scale — delete parts, automate processes, colocate engineering and production

now playing · Advanced Manufacturing

Advanced Manufacturingtailwindscore 9/10justin lopez

Design for manufacturing at scale — delete parts, automate processes, colocate engineering and production

The SpaceX/Anduril/Tesla playbook: engineers must own the full system (cost, economics, manufacturing, regulation), not just their component. Prototypes allow heroic one-offs; production re…

Grid & Power Infrastructuretailwindscore 9/10justin lopez

Delivery cost of electricity rising while generation cost falls — storage at load reverses the trend

Generation costs (solar, wind, nuclear) continue down the cost curve, but delivery costs are increasing because the grid is built for peak and underutilized. Distributed storage at the home…

Energy & Power Generationtailwindscore 9/10justin lopez

Home batteries as virtual transmission lines unlock stranded grid capacity

Placing storage behind the meter at the load side (homes) smooths both generation intermittency and demand peaks, raising utilization of existing distribution lines from <50% toward 100%. T…

Energy & Power Generationtailwindscore 8/10justin lopez

Texas energy-only market (real-time 5-min pricing) structurally superior to capacity markets for storage economics

Texas pays generators only for energy produced (price changes every 5 min), creating efficient price signals that reward flexibility. Capacity markets (PJM, ISO-NE) pay for availability, lo…

Defense Techtailwindscore 8/10justin lopez

Rebuilding full-stack domestic supply chains from mining to manufacturing is a multi-decade imperative

Critical industries (batteries, rockets, drones, semiconductors) have lost not just final assembly but upstream capacity — lithium, separators, cans, specialty steel. True reshoring require…

AI Infrastructuretailwindscore 9/10justin lopez

Electricity demand growth accelerating from 1-2% to 5%+ annually driven by AI and electrification

Data center load for AI plus EV adoption is inflecting US electricity demand growth from ~1-2%/year to 5%+/year. The constraint on AI, EVs, and broad prosperity will be the delivered cost o…