Field notes on the remarkable people I meet and the ideas worth digging into, with a recurring soft spot for fusion energy.
A few weeks ago the Fusion Industry Association put out its 2026 supply chain report, launched at the first-ever fusion supply chain trade show in New Mexico. The headline numbers: fusion companies spent $538 million with suppliers in 2025, up 24%, and project $681 million this year. Three quarters of surveyed suppliers invested in expanding fusion capacity in 2025, anywhere from $30k tooling upgrades to $65 million facilities. That’s real money moving through a supply chain most people don’t know exists. So I tried to map it. ...
Amit Singh, CEO of NearStar Fusion, recently took the time to walk me through the world of inertial fusion versus magnetic fusion. At one point I told him that the last person I’d told about wanting to work in fusion had laughed at me. He didn’t laugh. Instead, he talked about working for a purpose, not a salary. That’s stuck with me since, and it’s got me thinking back on how I actually landed here in the first place. ...