Marshall here. Welcome back to the realignment.

Hey, everyone. Welcome back to the show. For today's episode, I'm joined by Impulse Labs founder

Sam D'Amico and Noah Pynion, substack writer Noah Smith. They're here to argue that we're

already in the middle of the next industrial transformation, driven by what they call

the electric tech stack. The electric tech stack is a combination of advances in batteries, motors, power electronics, and computing plus hardware.

This new electric tech stack is reshaping everything from Sam's companies' kitchen appliances to warfare.

They argue that electricity will, quote, eat the world the same way that technology

and software ate the world in the 2010s, and discuss why China has seized the lead in the race

to build the new electric tech stack, the case for industrial policy, and the cultural and political

challenges of scaling this new technology and set of industries at home.

Hope you all enjoy the conversation.

Noah Smith and Sam D'Amico, welcome to The Realignment.

Hey, it's great to be here.

Great to finally meet you in person or over the virtual person.

Over the virtual, close enough.

So, Noah, you've been on the podcast plenty of times. Folks probably know you from your substack, no opinion. But Sam, you are new to the show, and I'd love for you, too. We're going to get into the weeds of the new electricity stack as you two talk about. We're going to get into EVs, future of war, all the great things there.

But I'd like to kick off by you just sort of establishing

your credibility by talking about your company impulse.

Yeah, so my background is in consumer electronics.

Honestly, if you go back in time and look to what I was working on 10 years ago,

it'd be like smart glasses, so Google Glass, Oculus, all the other stuff. I've been really excited about making other spaces as kind of

advanced as like where we've seen kind of consumer technology go. And that let me very quickly

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