2025-08-15
1 小时 8 分钟Today I'm interviewing Casey Hanmer.
Casey has worked on a bunch of cool things.
Caltech PhD on some gravitational wave black hole gimmick stuff, then Hyperloop,
then the Jet Proposal Laboratory at NASA, and now he's founder and CEO of Terraform Industries.
Casey, welcome.
Thank you.
It's great to be here finally.
Big picture question I'm interested in.
To the extent that AI just ends up being this big industrial race,
who can build the most solar panels,
who can build the most batteries,
who can build the most GPUs and transmission lines and transformers and et cetera, et cetera.
This is not what the US is known for, at least in recent decades.
This is exactly what China is known for, right?
Where they have like 20x the amount of yearly solar manufacturing the US has.
Obviously, we have extra controls right now, but over time,
SMIC will catch up to TSMC's leading edge.
So what is a story exactly of how the United States wins this?
Like why does China just not win by default?
Do you think that China is better at capital allocation in the United States?