Joshua Todd retweeted
Gotta hand it to them, I really thought I had seen everything after having read dozens of govt briefs these last four years.
Replying to @2AFDN @davekopel
Cook County argues resisting tyranny is not a valid purpose anymore, because the government will handle resisting tyranny for us.
Joshua Todd retweeted
A proposed supersite of AP1000s has just been announced in Appalachia.
The Nuclear Company just revealed plans to build up to six Westinghouse AP1000s on a single site in Lewis County, Kentucky.
If all six reactors get built, it would be the largest nuclear site ever developed in the U.S.
If the reactors are built in pairs, this would be the closest America has come to copying China’s recipe for nuclear success.
My team and I have spent the past year studying China’s nuclear program through Chinese primary sources, and there’s a clear pattern to their builds:
- 6 reactors planned per site built two at a time;
- Using a standard design they repeat over and over;
- With the same crews moving from one pair to the next.
Although a frozen reactor design is nice, nothing gets you more standardization than building on the same spot with the same team.
The site appears to sit along a major 765 kV transmission line in the Ohio River corridor (not a coincidence, I'm sure). But a full 6.6 GW will almost certainly need grid upgrades including additional outbound transmission.
This is a proposed project, not a done deal. And we're far enough out from Vogtle that building these reactors will require significant workforce training, standing up of supply chains, and coordination across many parties.
But oh boy, would be massive if The Nuclear Company pulls this off.
Joshua Todd retweeted
🚨#BREAKING: The bodycam footage from the police officer who sh0t and k*lled the miniature donkey 'HeeHaw" in Georgia has been released.
In his official report, the officer stated that the minature donkey "charged" at him.
A K-9 handler then deployed his taser at HeeHaw, which, "did not deter the donkey"...
Officer Garner then said:
..."so I removed my department issued Glock 17 from its holster and pointed it at the donkey. I then fired a single round striking the donkey,”
Garner also wrote that he and K-9 units from multiple agencies “spooked” horses who ran away, but HeeHaw "charged" at them.
Hannah, the owner, said he would NEVER charged at anyone and he constantly goes to petting zoos with kids and adults at NURSING HOMES and has never once "charged" at anyone.
The bodycam footage seems to show the HeeHaw trotting up to the officers being extremely friendly.
Joshua Todd retweeted
What is this, like the movie Top Gun for @noonanjo ?
👀
Premiering on select @IMAX screens and streaming this November, THE WATCH: America’s Nuclear Mission offers extraordinary access to the most important mission in world history.
No CGI. No AI. Ever.
With @usairforce + @AFGlobalStrike + @USNavy
Joshua Todd retweeted
You can now get venture capital from Narya Capital to invest in Palantir stock and hold your treasures the Erebor bank, all the better to invest in Anduril Industries.
We're only missing missing Shire-branded nicotine pouches.
BREAKING: Erebor, the bank cofounded by Palmer Luckey, has surpassed $7B in deposits since launching in February.
The bank aims to replace SVB as the lender of choice for tech startups, with significant early traction from defense & manufacturing companies.
Here’s a fun new AI trend in Public Safety: Google Search Results with an AI summary saying the opposite (our burn ban hasn’t been lifted) if you click through you get the correct information. @Google please do better, several residents started fires today #emergencymanagement
Joshua Todd retweeted
The Texas Triangle will see the biggest economic expansion in the US over the next ten years.
Dallas, Houston, Austin, San Antonio.
Nothing else groups like this:
- low cost of living
- high quality of life
- ample and relatively cheap land
- no state income tax
- central location
- good weather
- diverse economies
- business and regulatory friendly
- good education & healthcare
- Giga Texas + Terafab + Bastrop
The suburban and rural areas will also benefit massively from technological and cultural shifts:
- work from anywhere
- self driving cars, no traffic
- transportation: drones, flying cars
- food delivery improvements (not just TexMex and BBQ anymore)
- AR/VR/AI in education
- decreasing social isolation
- influx of talent and high-caliber people
- patriotic, pro-American, homogenous culture & values
Joshua Todd retweeted
Eric Schmitt: “Did you or did you not, in or around 1984, not only deduce that Soviet Navy Captain Marko Ramius planned to defect to the United States, but also lead the mission that took possession of his submarine, the Red October?”
Jack Smith: “That was Jack Ryan.”
Joshua Todd retweeted
Eric Schmitt: "Did you or did you not fall in love with a Native American woman who could talk to willow trees and paint with all the colors of the wind?"
Jack Smith: "That was John Smith."
Joshua Todd retweeted
Get in, anon.
We're fielding USB-C to the entire US Armed Forces:
Joshua Todd retweeted
Austin had multiple high schools with as many national merit semifinalists as the entire city of San Francisco.
What are they doing to the kids in SF, man?
Joshua Todd retweeted
Stop go read this now.
“Austin increasingly looks built for where deep tech is going, not where venture has been.”
@E_Bruxxx gets Austin
Early takeaways from Austin Deep Tech Week:
1. Austin is a serious f*cking city.
SF is still the center of gravity.
LA has built an absolute monster around aerospace, defense and industrials.
But after spending a few days in Austin, I'm increasingly convinced this city has structural advantages that the coasts underestimate.
People I've met here seem to have one primary objective:
Build.
Heads down. Gas pedal pinned to the floor.
Noticeably less obsession with looking important and more obsession with actually making shit work.
Deep tech rewards exactly that mentality.
2. Texas being aggressively pro-business isn't some Twitter talking point. It's an actual competitive advantage.
Heard versions of this repeatedly from founders and investors this week.
Permitting. Regulation. Taxes. Energy. Land. Manufacturing. Expansion.
When you're building software, you can abstract yourself away from geography.
When you're building atoms, geography becomes part of your cap table.
Every additional month waiting on a facility, permit, power connection or expansion is effectively dilution.
Texas understand that speed matters.
3. The coastal migration isn't over.
SF and LA still have unbelievable technical talent density, particularly at the earliest stages.
But the requirements change when a deep tech company starts working.
Now you need 100,000 square feet.
Power.
Testing.
Manufacturing.
Suppliers.
Technicians.
Hundreds of employees.
Suddenly Texas starts looking a hell of a lot more attractive.
And founders here don't seem nearly as worried about convincing talent to follow them as outsiders assume.
4. The next chapter isn't companies moving to Texas. It's companies starting here.
Historically the playbook has often been:
Coast → prove technology → raise capital → expand into Texas.
I think that increasingly becomes:
Texas → Texas → Texas.
More technical founders will move here before starting the company.
More pre-seed and seed companies will originate here.
More headquarters will be planted here from Day 1.
And that's when the flywheel gets interesting:
Talent → startups → capital → exits → experienced operators → new startups.
Once that loop starts compounding, ecosystems become very difficult to stop.
5. Austin feels significantly less distracted.
There is obviously bullshit everywhere. Startups attract grift like flies to shit.
But there's noticeably less keeping-up-with-the-Joneses energy here.
Less worrying about who raised what round.
Less optimizing for appearances.
Less obsession with which VC follows you or which dinner you got invited to.
More:
Does the thing actually work?
That cultural difference matters more than people realize.
6. “But the capital is on the coasts” is becoming a lazy argument.
Have you ever heard of a f*cking airplane?
It's 2026.
If you're building a generational company in Austin and a great investor in SF wants into the round, they're getting on the plane.
Great companies don't travel to capital.
Capital travels to great companies.
Austin already has serious institutional capital on the ground alongside a growing ecosystem of smaller funds.
More capital will follow the companies.
It always does.
7. Austin increasingly looks built for where deep tech is going, not where venture has been.
Deep tech is becoming less about a handful of scientists sitting in a Bay Area lab and increasingly about deploying massive amounts of physical infrastructure.
Factories.
Energy.
Robotics.
Defense.
Space.
Advanced manufacturing.
Data centers.
Industrial systems.
Those businesses eventually collide with the physical world.
And the physical world cares about land, power, regulation, labor, logistics and speed.
Texas has a lot of all six.
SF still has the deepest venture ecosystem. LA has built an extraordinary deep tech machine.
But Austin doesn't need to become either of them.
It may be building something fundamentally different:
A startup ecosystem optimized not just for inventing hard technology — but for actually industrializing it.
That's a much more interesting proposition.
Came into Austin Deep Tech Week thinking this was an important emerging hard tech ecosystem.
Now thinking “emerging” might already be outdated.
Ingredients are here.
Talent is coming.
Capital will follow.
Unlike a lot of startup ecosystems I've visited, Austin feels like it actually wants you to build shit here.
That's a hell of a tailwind 🏭🇺🇸
Finally - mad props @Andercot, @CaitlinCloud9, @Jason_A_Scharf + many others for putting this together & making this a kickass week!
Joshua Todd retweeted
For reference on how bad US military industry is the most useless car company in the world is pulling off “impossible” production miracles immediately after entering the market
Pretty cool that General Motors was able to retool a car factory to make the outer shells of the Patriot missiles. They've managed to make the delivery to Lockheed just 22 days after signing the contract.
(22 days!!!!! We still got it...🇺🇸🇺🇸🇺🇸)
Lockheed says this work normally takes months or years for the previous supplier (General Dynamics) to fulfill.
There's a strain of neoliberal thinking that says if domestic carmakers can’t compete, they should just be allowed to fail. No bailouts. Just let Japan or China make cars because of comparative advantage or whatever.
Imagine if we had believed that automobile manufacturing was something to offshore.
It's now clear that the argument for preserving that industrial base is not simply nostalgia for a previous bygone era. It simply is the case that you cannot improvise precision manufacturing overnight once it has disappeared.
















































