InfrastructureSep 11, 2026 · 8:04 AM ET · Construction Physics (Brian Potter) Construction is famously labor intensive: direct labor makes up close to 50% of the cost of constructing a new single-family home in the US, compared to around 6 to 8% of the cost of manufacturing a car.
Builder score 58Why it scoresRules judge: Infrastructure item; Topics: automation; Source: Construction Physics (Brian Potter).
Dumb Science Experiments vs. Money Printing Machines
Builder score 58Why it scoresRules judge: Infrastructure item; Topics: energy; Source: SemiAnalysis.
InferenceX, Up to 50% Better Performance per Dollar, Rapid Externalization of TPU stack, Growing Customer Base, Ironwood, TPUv8i, Reducing CUDA Moat
Builder score 58Why it scoresRules judge: Infrastructure item; Topics: compute; 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).
InfrastructureSep 3, 2026 · 3:20 PM ET · Construction Physics (Brian Potter) This is my third and final essay looking at the 21st Century ROAD to Housing Act, and how it’s likely to affect housing supply.
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).
InfrastructureAug 27, 2026 · 8:03 AM ET · Construction Physics (Brian Potter) The US Strategic Petroleum Reserve (SPR) is the largest crude oil storage facility in the world.
Builder score 58Why it scoresRules judge: Infrastructure item; Topics: energy; Source: Construction Physics (Brian Potter).
