InfrastructureOct 24, 2026 · 8:01 AM ET · Construction Physics (Brian Potter) Minimum lot sizes, Boeing’s next 737 MAX, Fervo short sellers, Figure AI’s training data, and more.
Builder score 75Why it scoresRules judge pick: Infrastructure item; Topics: small business, policy; Source: Construction Physics (Brian Potter).
Trainium Best for Inference? But now good for Training too, Native Trainium PyTorch, High Quality CI, TorchTitan, GPU Impossible Profiler
Builder score 75Why it scoresRules judge pick: Infrastructure item; Topics: compute, chips; Source: SemiAnalysis.
From GPU trading to physical settlement, independent markets, and programmable compute
Builder score 92Why it scoresRules judge pick: Infrastructure item; Topics: compute, chips, policy; Source: Latent Space.
InfrastructureOct 17, 2026 · 8:03 AM ET · Construction Physics (Brian Potter) Icon’s fundraising, employment in China’s solar industry, grid-scale battery reliability, Tesla’s flying roadster, and more.
Builder score 92Why it scoresRules judge pick: Infrastructure item; Topics: energy, labor share, policy; Source: Construction Physics (Brian Potter).
InfrastructureOct 10, 2026 · 10:55 AM ET · Construction Physics (Brian Potter) Propane in air conditioners, Anduril making submarine parts, nuclear reactors on the moon, the robotic hand landscape, and more.
Builder score 92Why it scoresRules judge pick: Infrastructure item; Topics: automation, energy, policy; Source: Construction Physics (Brian Potter).
InfrastructureOct 3, 2026 · 9:14 AM ET · Construction Physics (Brian Potter) A Senate permitting reform bill, the potential of Tesla’s Cybercab, the Navy’s $200 billion worth of shipyard renovations, returning a SR-71 to service, and more.
Builder score 58Why it scoresRules judge: Infrastructure item; Topics: policy; Source: Construction Physics (Brian Potter).
InfrastructureSep 26, 2026 · 6:17 AM ET · Construction Physics (Brian Potter) ASML’s lack of European sales, a California distributed power plant, Starlink as a planetary barometer, and more.
Builder score 75Why it scoresRules judge pick: Infrastructure item; Topics: energy, policy; Source: Construction Physics (Brian Potter).
In gory detail: reliability, performance, support, pricing—and, of course, security—in our most thorough analysis of GPU cloud providers globally.
Builder score 75Why it scoresRules judge pick: Infrastructure item; Topics: compute, chips; Source: SemiAnalysis.
InfrastructureSep 19, 2026 · 8:03 AM ET · Construction Physics (Brian Potter) AirBnB’s housing accelerator, rising steel prices, a resurgence of US coal power, low-head dams, and more.
Builder score 92Why it scoresRules judge pick: Infrastructure item; Topics: chips, energy, policy; Source: Construction Physics (Brian Potter).
InfrastructureSep 12, 2026 · 8:32 AM ET · Construction Physics (Brian Potter) City permitting speeds, more efficient ground source heat pump drilling, an Amazon Air crash in Miami, cooling paint, and more.
Builder score 58Why it scoresRules judge: Infrastructure item; Topics: policy; Source: Construction Physics (Brian Potter).
The $11T AI Buildout, Nvidia’s Backstop Economics, and the Limits of Nvidia’s Balance Sheet
Builder score 75Why it scoresRules judge pick: Infrastructure item; Topics: chips, policy; Source: SemiAnalysis.
InfrastructureSep 5, 2026 · 8:03 AM ET · Construction Physics (Brian Potter) SpaceX’s turbine blade factory, Fervo’s deal with Google, Delhi’s cheap metro, why recycling is overrated, and more.
Builder score 58Why it scoresRules judge: Infrastructure item; Topics: policy; Source: Construction Physics (Brian Potter).
InfrastructureAug 29, 2026 · 8:03 AM ET · Construction Physics (Brian Potter) Sinking London homes, US magnesium manufacturing, the World Humanoid Robot games, catastrophic flooding in Nepal, and more.
Builder score 75Why it scoresRules judge pick: Infrastructure item; Topics: automation, policy; Source: Construction Physics (Brian Potter).
