Better Tools, Bigger Companies

Solar and batteries are getting much cheaper. The cost to sequence the human genome is falling precipitously. SpaceX is driving down the cost of launching things to space. Capacitors are on their own Moore’s Law-like trend. Blockspace has dropped from dollars to less than a penny per transaction. The price of intelligence got cut in half just last

You need to introduce an entirely new paradigm, which requires reaching much higher on the cumulative technology ladder than previous solutions. Because while the accumulation of tools is continuous, there are discrete periods in history when those tools have gotten better enough to make new solutions possible.

Techno-Industrials start with the challenge they want to solve, and use every tool at their disposal, including some at the cutting edge and even some that they have to create themselves, to solve that challenge.

I want to study the specific companies to understand the category more generally.

Take Base Power Company. What’s the Why Now for Base?

There are many, and that’s the point.

Growing renewable generation and electrification of demand has destabilized the grid. Batteries have gotten much cheaper. Engineers have gotten better at distributed systems software. Consumer software keeps getting better. Digital customer acquisition is play

Whatever problems face us, we have more tools in the toolbox, more building blocks to solve it. And because we have digital technologies, it allows us to search the space much faster than we could before. And hence, we can come up with solutions faster than we could before.