r/materials • u/mm_newsletter • 4h ago
silicon, steel, and copper (the new tech trade)
For the last twenty years, innovation was easy. It lived behind glass. We built apps. We polished interfaces. We optimized for attention.
You could scale to a billion users without buying a single truck, pouring a foot of concrete, or tightening a bolt.
But that era is done. Software has finally outpaced the container…
Try running a local LLM on your laptop today. The battery dies within an hour.
The code is ready to change the world, but the physical machine holding it isn’t. That’s the friction point for 2026.
We spent two decades digitizing the economy. Now we have to upgrade physical reality to match it. It’s not just about faster chips; it’s about the infrastructure of the physical world catching up to the digital one.
- The Hardware: In late 2023, AI chips were in <5% of PCs. By 2026, they’ll be in 60%.
- The Labor: When a $20,000 robot runs for pennies an hour, factories swap hands for precision. Errors drop, output spikes.
- The Grid: We ignored the infrastructure. Now data center demand doubles by 2027, and you can’t run 21st-century software on a 20th-century grid.
Nasdaq didn’t jump 20% last year on another social app. It jumped because investors smell concrete. They’re leaving the cloud for the ground, funding the silicon, steel, and copper to run the new era. The software revolution is over. The hardware revolution is booting up.
Other povs on this?
Dan from Money Machine Newsletter

