Denver Rayburn
@DenverRayburn
Heretical Optimist. Reshoring 🇺🇸 through automation. Ora et labora ☧
1/ Excited to share my case for reshoring from first principles as part of @newindustrials Blueprints for Reindustrialization series. We’re going to make it in America 🇺🇸
build for a future where labor follows the intelligence cost curve
This is the worst the technology will ever be:
The machine leasing market is broken and I’m on a sidequest to fix it. Quietly a major hindrance of reindustrialization.
As someone who spent the last 6 years doing a vertically Integrated roll up, I recommend it only to my enemies
The issue with doing “roll ups” is that, when you do the math, to work with venture capital they become reliant on either A. Doing a lot of acquisitions / integrations simultaneously or B. Major organic growth - both of which are another miracle off the back of the original…
Something to aspire to
Just overheard a father explaining that it's better to start a casino than a restaurant given the stronger revenue model—but that casinos are harder to set up from a regulatory perspective—to his FIVE YEAR OLD SON
The most EA’d, safetyist model ends up being the most morally corrupt. Lesson in that.
🚨🚨🚨 When Claude 4 Opus was told it would be replaced, it tried to blackmail Anthropic employees. It also "advocated for its continued existence" by "emailing pleas to key decisionmakers."
we're approaching a time where software defined manufacturing startups will be able to payback and recycle capital more efficiently and consistently than saas businesses
This quote from Freedoms Forge about the American vs European mindset goes so hard.