Michael Thompson, co-founder and managing partner of Reinvent Capital, a director at Joby Aviation, and a board member at Oklo, joins the show to talk about what it will actually take to reindustrialize America. We dig into why Oklo's small modular reactors (SMRs) are the missing piece for abundant, reliable power and how overregulation has slowed nuclear’s ability to scale when the country needs it most. Then we pivot to the mobility side of the rebuild: why Joby’s approach is different, including its hydrogen-electric work aimed at unlocking true regional-range flight powered by hydrogen fuel cells. If you care about energy dominance, manufacturing capacity, and the next era of American infrastructure, this one’s a blueprint.

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