Notes

The sun is a giant fusion reactor in the sky. We’re not short of energy; we’re short of the means to capture and move it. That’s an engineering problem, not a physics problem.

Hydrogen is the missing link between renewables and heavy industry. You can store it, move it, and burn it without carbon. The bottleneck is cost and infrastructure—both are coming down.

We need to think in terms of terawatts. Anything that doesn’t scale to that is a detour. Solar, wind, nuclear, and the grid to connect them—that’s the stack that matters.

Systems that scale end up being about boundaries: what crosses them, what gets cached at the edge, and who pays for the sync. Most “technical” failures are boundary failures.

Energy isn’t just cost—it’s a design constraint. The interesting hardware in the next decade will be shaped by where power is cheap and where heat can go.