Anglofuturism

Rodolfo Rosini, co-founder and CEO of Vaire Computing, joins Tom and Calum to make the case that the future of computing has to run in reverse. A conventional chip gets hot because it throws information away, dumping each transistor's charge to ground. Vaire's chips store that charge and send it back, like a pendulum. That trick could keep the computing curve climbing long after Moore's law runs out of road, at the moment AI's appetite for energy is exploding.

Rodolfo explains how he found the problem, spent three years in stealth recruiting the field before anyone noticed it existed, and built the first end-to-end reversible chip at a cost of several years of life expectancy. He then turns to why making chips may be the hardest thing humanity does, and to what Britain gets wrong about founders, family wealth and Arm.

The episode explores:
Orphan problems, Mads Mikkelsen, and how Vaire started on a Wikipedia page
Three years in stealth hoovering up the people behind reversible computing at Arm, Intel, Cambridge and Sandia
Why a chip gets hot from forgetting, not from thinking
The pendulum, the LC tank and the 2025 test chip that shaved years off its founder's life
Why building chips may be the hardest thing humanity does, and what SpaceX's rockets have to do with it
The Tesla strategy: a Lotus body with an electric engine
The $225 billion inference market and the $150 million ticket to the dance
Arm, Intel, IBM and why licensing is what you do after failing
Brighton summers, a spreadsheet of cities, and why London has no number two
The First World War's cost in high-agency people, Sweden's billionaires, and what British socialism got wrong
"We didn't lose Arm. We created the conditions to push it out."
Letting Sainsbury's automate, and tackling poverty rather than inequality
Batteryless supercomputers, neural Minecraft, and robots with a chip in every finger
Tom's permanent semi-darkness, a German theory of the Industrial Revolution, and East London's phone snatchers
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The King Charles III Space Station is broadcasting almost live, with Aeron at ground control ready to cut the transmission at the first sign of blackpilling. Tom and Calum inaugurate a new format of news roundups and shorter interviews with a mixed report from the home planet: manufacturing is growing, the pubs keep disappearing, and Britain still needs to find itself an Antarctic patrol ship.

First through the airlock is Sam Hogg, better known as @discoplomacy, to make sense of an AI news cycle that now produces a week’s worth of developments before the Americans have even woken up. What does “pacing the frontier” actually mean? How worried should we be about Anthropic’s wet lab? And can Britain’s AI Security Institute turn its expertise into influence — preferably while sending Silicon Valley a substantial invoice? There is a defence of British eccentrics abroad, a discussion of the things a biologist knows that a chatbot doesn’t, and an unexpected detour into the post-Assad narcotics economy.

Then Jesse Heasman of Soapbox.vc arrives with reasons to be bullish about Britain. Venture money is flowing into chips, robotics, defence, satellites and companies that require actual factories. From DeepMind’s orbit around King’s Cross to the industrial spaces of southeast London, something appears to be happening. The questions are whether we can supply it with affordable electricity, keep the manufacturing here, and build something that survives whatever happens to the AI bubble.

Elsewhere, geothermal strawberries prompt a cautionary tale about playground equipment and the conservation of energy; the hosts discover a principled enthusiasm for protected bats; and a five-pound eBay purchase with a CIA backstory takes pride of place aboard the station.

The episode explores:
• HMS Protector, Britain’s Antarctic presence, and why we might need rather more than one replacement boat
• Lincolnshire’s geothermal greenhouses, data-centre waste heat, and the unhappy lesson of PlayPumps
• Team Bat, Team Newt, and the importance of consistent principles
• AI models that know they’re being tested, biological risk, and the limits of automating tacit knowledge
• Britain as a finishing school for Anthropic executives — and why its expertise shouldn’t come free
• OLIX, Cusp AI, Kraken and Open Cosmos: following the money into things Britain can build
• Fuse Energy, expensive electricity, and the political work behind an industrial revival
• Howard Hughes, a sunken Soviet submarine, and the station’s newest manganese nodule

Follow Sam at @discoplomacy (https://x.com/discoplomacy) and read Jesse at https://www.soapbox.vc.

Sponsored by Isembard. Interested in owning and operating a factory in Britain, America, Germany or France? Contact franchise@isembard.com.
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This episode is sponsored by Isembard, the industrial base for the West. If you want to own and operate a factory in Britain, America, Germany or France, email franchise@isembard.com and go reindustrialise the West.
No guest makes it through the airlock this week, which is fortunate because Tom has brought a better visitor: pictures of potato-sized black lumps from the bottom of the Pacific. Calum keeps finding him in the sitting room gazing at manganese nodules. Tom would prefer the real thing. Our hosts set out to explain why the metals embedded in those improbable objects matter to every magnet, battery, submarine, missile and wind turbine Britain hopes to build.
The story begins with a message from Queen Victoria that took nearly seventeen hours to crawl across the first transatlantic cable. Its failure started a quarrel between Wildman Whitehouse, who wanted to solve the problem with more voltage, and the future Lord Kelvin, who wanted to understand the ocean. That quarrel opens a path for the sickly naturalist Charles Wyville Thomson, his deep-sea dredges and a succession of Royal Navy vessels culminating in HMS Challenger: a 200-foot corvette stripped of fifteen of its seventeen guns and refitted as a floating laboratory. Four years, tens of thousands of specimens and thousands of new species later, the expedition has found the deepest known point in the ocean and hauled up strange, metal-rich nodules wrapped around teeth, bones and fragments of sponge. The Victorians went looking for a cable route and discovered a resource frontier.
A century later, Malta’s Arvid Pardo declares the seabed beyond national jurisdiction the common heritage of mankind. The principle becomes an international regime, complete with a proposed UN mining enterprise, compulsory technology transfer, Ronald Reagan’s refusal to sign and, eventually, the International Seabed Authority. While that system spends decades debating a mining code, China becomes what the hosts call an electrostate: a country whose command of critical-mineral supply chains gives it the geopolitical leverage that oil once gave petrostates. The environmental question is real. Mining machines are giant underwater Henry Hoovers, sediment plumes do not respect claim boundaries, and the nodules are habitat for sponges, corals and the ghostly “Casper” octopus. But leaving the seabed untouched does not make the mineral demand disappear. It only moves the damage out of sight.
Britain now occupies a peculiarly British position. The government supports a moratorium on commercial deep-sea exploitation while continuing to sponsor two exploration contracts in the Clarion-Clipperton Zone, now held through UK Seabed Resources by Glomar Minerals. To Calum and Tom, that tension is not a reason to surrender the option. It is a reason to decide what the option is for. Should Britain remain inside the UN system and shape it, align with an American route around it, or accept that China will write the rules by being the country prepared to act? And what does it say that the government’s own 2035 ambition is to meet only 10 per cent of annual critical-mineral demand through domestic production? Recycling yesterday’s stock cannot supply an economy that intends to build several times more of everything.
The Anglofuturist answer runs from the ocean floor to the edge of the possible: rebuild the Royal School of Mines, train mining engineers, specialise in autonomous excavation robots, carry those machines from the North Sea to the Pacific and eventually to asteroids, and treat scientific data with the same seriousness as physical resources. There is, Tom observes, more stuff Britain chooses not to do than it actually does. Fifty years from now, Britain could be one of the world’s major electrostates — rich in energy, minerals, machines and the leverage to set its own course. We have business in the Clarion-Clipperton Zone.
The episode explores
— Tom’s habit of gazing longingly at pictures of manganese nodules, and a special episode marked by the complete absence of a guest
— Ninety-eight royal words in seventeen hours: the failed 1858 transatlantic cable, Wildman Whitehouse’s high voltage and the future Lord Kelvin’s better answer
— Charles Wyville Thomson, the death of the azoic hypothesis and how cable security persuaded the Royal Navy to fund deep-ocean science
— HMS Challenger: seventeen guns reduced to two, laboratories below deck, thousands of new species and metallic potatoes wrapped around sharks’ teeth
— Arvid Pardo’s “common heritage of mankind”, the proposed UN mining enterprise and why Ronald Reagan refused to sign the Law of the Sea Convention
— How China became an electrostate, and why critical minerals sit inside batteries, magnets, missiles, submarines and the electrical grid
— Giant underwater Henry Hoovers, sediment plumes, ancient nodules and the “Casper” octopus: the environmental case against deep-sea mining
— Britain’s two sponsored exploration contracts, the Glomar succession and the strategic choice hiding inside an official moratorium
— Why a target of 10 per cent domestic production is not an industrial strategy, and why recycling cannot meet multiplying demand
— Mining engineers, autonomous robots and the route from the Royal School of Mines to asteroid mining
— Automated laboratories, OpenBind and the argument that proprietary scientific data can be as strategically important as ore
— A fifty-year vision of Britain as an electrostate, and why coyote time is ending


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Space is tight in the King Charles III Space Station’s dining room this week — ten million pounds a square metre, the collapse in housebuilding having consequences even in orbit — which is fitting, because coming through the airlock are two men who tried harder than most to fix it. Jamie Rumbelow and Henry Dashwood founded Tract, the venture-backed startup that set out to speed Britain’s planning system up with software. Two years later they returned the capital and wrote the postmortem everyone in British tech has read.
But this episode isn’t about that postmortem. It is about what Jamie and Henry learned when they pulled back the curtain on the people who are meant to be building Britain’s homes.
With sincere apologies from production, this interview has sat in our backlog since last autumn. Nevertheless it is, perhaps unsurprisingly given the subject, utterly timeless. Our thanks to Henry and Jamie for being so patient.
The episode explores
* How Jamie was radicalised by The Housing Theory of Everything
* Why £1,600 a month makes housing a moral issue
* What a land promoter actually does: title deeds, unanswered letters to farmers, and a month of knocking before anyone will talk
* Twenty thousand pounds a hectare until planning permission touches it
* Forty types of document for a small builder, versus the 1990s red-line sketch that got you an agreement
* The land-banking myth: housebuilders aren’t hoarding, they’re terrified of paying subcontractors to do nothing
* NIMBYs have a legitimate point: traffic, GP waiting times, and Section 106 as a feudal tribute system
* Abolish stamp duty first — the quickest win in housing, and the one that sorts everyone into the right house
* Why not Birmingham?
* Reading every single Paul Graham essay, making all the same mistakes anyway, and the unglamorous responsibility to build a very big company very quickly
* Victorian railways approved by committees of six MPs forbidden from owning land on the route
* Thirty million Londoners at the density of Paris, “we could be Taiwan”, and the ten-storey Sloaney Pony
Jamie and Henry’s postmortem of Tract is at buildwithtract.com. Henry writes at henrydashwood.com and Jamie is at jamierumbelow.net. Anglofuturism remains open to sponsors — get in touch with aeron@anglofuturism.co.


This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit anglofuturism.co/subscribe Hosted on Acast. See acast.com/privacy for more information.

No guest at the airlock this week — no radar contact at all, in fact, because Tom is patching in from a French heatwave, leaving Calum alone in the captain’s seat. Domestic matters first: the long-foretold big score has finally materialised (34 runs, since you ask), and England are in a World Cup semi-final.
Which turns out to be geopolitically relevant, because Britain’s principal adversary this century could well be Argentina. The last country to declare war on us has a standing claim on the Antarctic Peninsula and a date circled for 2048, when the treaty system parking everyone’s claims comes up for review.
Elsewhere: Tom, broadcasting from a continental-sized armpit at nearly forty degrees, discovers France is having a full culture war about air conditioning while Britain quietly makes cooling near-impossible to permit and calls the heat character-building. And a new Acemoglu paper hands the show a victory lap on a long-running thesis: labour scarcity forces innovation.
The episode explores:
* Why Britain’s principal adversary this century might be Argentina, with 2048 circled in the diary
* “The Antarctic Peninsula is British and it shall remain British. I am sending a task force to Port Lockroy” — the duelling Thatcher impressions
* The dream of an episode entitled simply Gotcha
* Why there is still no British city on the Falklands despite ten trillion pounds of oil in the neighbourhood
* Harry Kane, the Chagos Islands, and the Diego Garcia tattoo
* How England should handle Messi (flood the midfield; he doesn’t run very much)
* France’s aircon culture war: Le Pen promising cooling for all, Mélenchon scandalised
* Air conditioning as civilisational technology — the most important thing Lee Kuan Yew did for Singapore’s civil service
* Barocal, the Cambridge spinout doing solid-state barocaloric cooling with no refrigerant and 2-3x the efficiency of commercial HVAC
* The Acemoglu natural experiment: wartime labour loss, 9.1 per cent higher GDP per capita fifty years on
* The automated car wash you never build while labour stays artificially cheap
* The Motor Car Act, the Isle of Man TT, and what the CAA could accidentally do for drones
* Politics as downstream of TFR: pensions eating the state and Luttwak’s end of the heroic generation
This one is a salon for our paid subscribers — thank you for keeping the station pressurised. Anglofuturism remains open to sponsors: get in touch with aeron@anglofuturism.co.


This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit anglofuturism.co/subscribe Hosted on Acast. See acast.com/privacy for more information.