Funding to fielding is a real estate problem before it is a production problem. Power at the fence line, the right talent, proximity to the end user.
This is the map we use with the firms we advise: the U.S. defense industrial base, 173 facilities, where the federal money is going, where the political gravity sits, where the talent and incentives are.
Want actual sites in any of these markets? DM me.
Vornado, Ken Griffin and Rudin closed their joint venture for 350 Park Avenue in Manhattan today and closed a $3.3 billion construction loan for the project. Citadel Enterprise Americas signed a 1.05 million square foot anchor lease in the 66-story, 1.9 million square foot tower. Griffin holds 60 percent of the venture, Vornado holds 36 percent and Rudin holds 4 percent.
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If you are building the next AI CRM you are genuinely cooking your future grandchildren.
You are way too smart for something meaninglessly incremental.
Only things people should be building in SF:
>AI labs
>Compute maximization
>Reindustrialization
>Energy abundance
>Robotics & defense
>Bio
>Physical infra
Everything else becomes irrelevant if China wins.
They are already very, very far ahead of us in energy, metals, manufacturing capacity, and the general ability to produce physical things at scale.