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Worth Overdoing

Justin Lopas

Thoughts about technology, energy, and politics.

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Substack
PricingOnly free issuesPublishesWeekly
Issues25Foundeda year agoLast Issue3 months ago
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Latest Issues

The AI K-Shape

The shape you should be thinking about

You’ve probably heard of the “K-shaped recovery”, the term economists use to describe what happened after COVID. Asset owners and upper-middle-class people rode the top of the K as equities, housing,...

3 months ago
12
6

[Business Process] Software is Eating the World

Way back in 2011, Marc Andreessen published the now-famous WSJ op-ed entitled “software is eating the world”. It was a prescient piece, basically all of which came true over the intervening decade and a half since then. Even as the most red...

6 months ago
4
1

Energy and Politics Shouldn’t Mix

With the AI revolution fully underway, energy - much to my enjoyment - has been in the public domain in a way it hasn’t before in my lifetime. By all accounts, the US is at a large deficit compared to peer competitor China when it comes to...

8 months ago
13

Making the Trades Cool Again

As a follow up to my post about New American Industrialism and the Importance of Company Culture, I’m sharing some thoughts here on how we inspire, recruit, retain, and embrace the trades as a critical piece of reindustrializing America.

S...

10 months ago
14
1

The Grid is the Bottleneck

The Grid is the Bottleneck

With all of the talk about AI datacenters, EV’s, and the tax credit changes from the One Big Beautiful Bill, electricity is getting a ton of airtime these days. I love it - as an electricity nerd, it's great that...

a year ago
29
3

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