Thiel Fellow and founder of American Turbines, building 1MW natural gas turbines for rapid deployment. Previously founded Crops Safe (farm tech software). Background in mechanics, aviation, and hardware; bets on US natural gas advantage and manufacturing automation as moat.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
The US has uniquely cheap, abundant natural gas; American Turbines builds 1MW turbines small enough for rapid deployment, betting that manufacturing automation — not turbine IP — is the moat, analogous to Ford's Model T production system.