California Forever: The Startup Building America's Next Great City

Bullish:

• $DEFENSE - Geopolitical tensions with China and vulnerability of Panama Canal create need for West Coast defense infrastructure and shipbuilding capabilities

  • “I hate to break it to you, but the enemy is that way. If you're the Chinese Communist Party, the first thing that you'll do in any kind of conflict in the Pacific is you will bomb or otherwise shut down the Panama Canal.”

    Jan·11:17
• $SHIPBUILD - Massive US-China shipbuilding gap highlights critical need for domestic shipbuilding capacity

  • “Zhongjing Island shipping out in China built more ships last year than we have built collectively in The United States since the end of the second world war. One shipyard.”

    Jan·9:17
• $ROBOTICS - US needs robotics and AI-driven manufacturing to compete with China through dramatically increased productivity per worker

  • “The only way that we can compete is by building factories of the future where we use robotics and AI to dramatically increase the productivity per worker.”

    Jan·7:17