Quantifying the Future This is what a $2 trillion economy will look like by 2040… + 1x port facility with 3x8km lay down area + 1x robot fab plant producing 100 bots / hr + 1x 1GW datacenter running inference + 1x 3GW nuclear power station = 2 million robots labouring 24/7 We know enough today to model the thermodynamics and the market economics of such a site already. The numbers above are the ballpark numbers you end up with, feel free to challenge or change for your own assumptions. Embodiment is the ceiling for both the thermodynamics and economics, as compute (and intelligence) pretty much trends towards zero under Moore’s Law. Assuming a robot is 500W of Newtonian motion, as humanoids are, then 2,000,000 robots working 24/7 is 1GW of demand for the robots’ actuators. Let’s also assume a 1GW datacenter is required for inference for 2m robots, supervised by a central monolithic superintelligence. That’s 2GW total. Then for the sack of maintenance and replacement, we assume 500MW robot fab can produce 100 robots an hour (only ~ 5 ton of product / hr, below a car plant, but includes chips). That’s now 2.5GW site total. For 2,000,000 robots to create $2T of value, each bot needs to add $1m of value each year Seems a lot, but each robot is assumed to work 24/7 and only last ~2 years before it is defunct. 24x365 =8,760 hrs/yr =>$114/hr Seems high at first, but this is a hyper collaborative hive mind marshalled by 2040 superintelligence. $114/hr is what you pay for a car mechanic in 2026, and we are using 2026 dollars here. We can even look at the thermo and economic density and the total footprint of this economy is just tiny. 3x8km is 24km^2 (about 6,000 acres). = 83,000 robots / km^2 = 12m^2 per robot Thermal dissipation = 500W / 12m^2 = 41.7W/m^2 (just 2-3% of solar insolence) Value add density =$1m / 12m^2 =$83k / m^2 <- Wow!! This is $2T GDP from just 8km of coastline Or $500bn of GDP per km of dockside The entire economy can be compressed into the 3km deep dockyard behind the dockside. That’s an economy the size of Australia or Mexico in a land area the size of San Francisco Airport. This is absolutely where the future economy is going, nothing can compete with the capital efficiency of this setup. Nothing. Docks are also crucial as it’s simply not possible to handle the prerequisite volume of cargo and goods for such an economy using anything other than isomodal freight handling systems. If your nation state is interested in adding $2 trillion to its tax base… my DMs are open.

I’m visiting the People’s Democratic Republic of El Segundo this week. Think of me as a Primary Integrator. I guess I’m a buyer (not investor) of: • all types of balance of plant • all types of heavy power electronics • all types of transmission • all types of switchgear • all types of power to synthetic molecules • industrial control software • forgings and forging equipment • automated welding and inspection • primary energy sources, such as nuclear reactors I’m a worldwide seller of: • sovereign scale power infrastructure (GW) • national transmission backbone • transoceanic telecom • 5yr contracts of 50MW - 1.500MW power • whitespace • jurisdiction arbitrage (eg US jurisdiction servers in Japan/EU on local latency) • clean water Happy to meet anyone who can figure out an intro. Genuinely, if anyone wants to talk about anything to do with heavy industry, or ask any esoteric questions happy to meet up. Happy to offer specifications, boundaries and interfaces, strategic direction. What is he talking about? Think of me as a program originator for trade deal allocations: • $600 billion US-EU • $900 billion US-Japan-South Korea • $1,400 billion US-UAE • $950 billion US-KSA • $250 billion US-Taiwan • $200 billion US-Switzerland/Liechtenstein That’s $4.5 trillion of commitment looking for projects. Stop sending InMail and just meet me for a coffee.