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Cheeky Pint / episode intelligence

Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea

28 Oct 2025 12 published claims 0 attributable people
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Speakers in the public record

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belief 5evaluation 4recommendation 2prediction 1

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The useful parts, with receipts.

12 published records

01 / recommendation

They have to love it and they have to try. They have to sweat, they have to contend with the material because incredible privileges have come to them and to me and to some of my more recent ancestors.

“They have to love it and they have to try. They have to sweat, they have to contend with the material because incredible privileges have come to them and to me and to some of my more recent ancestors.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

02 / prediction

Now, I think that as our export capacity to Europe increases and our fields continue to deplete and so on, we're going to see that price rise quite a bit, but probably not next year.

“Now, I think that as our export capacity to Europe increases and our fields continue to deplete and so on, we're going to see that price rise quite a bit, but probably not next year.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

04 / evaluation

Plants are great, even this plastic one here, but their net throughput efficiency is about a hundred times lower than a synthetic process like the one we're using in terms of area of land into reduced carbon fuel.

“Plants are great, even this plastic one here, but their net throughput efficiency is about a hundred times lower than a synthetic process like the one we're using in terms of area of land into reduced carbon fuel.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

05 / evaluation

I mean, it's actually quite hard to do in practice. And I think the edges or whatever, the corner cases that the current entrepreneurs are grabbing onto for mass production is like, “Well, I don't have $10 billion to go and set up Foxconn 2.

“I mean, it's actually quite hard to do in practice. And I think the edges or whatever, the corner cases that the current entrepreneurs are grabbing onto for mass production is like, “Well, I don't have $10 billion to go and set up Foxconn 2.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

06 / evaluation

And the dependency ratio is of course increasing because people are getting older and older, because we're able to keep people alive for longer. And these are actually all good things, but we need to have some way of thinking rationally about paying for these things or making sure we're able to provide for people adequately because otherwise we'll burn the seed corn.

“And the dependency ratio is of course increasing because people are getting older and older, because we're able to keep people alive for longer. And these are actually all good things, but we need to have some way of thinking rationally about paying for these things or making sure we're able to provide for people adequately because otherwise we'll burn the seed corn.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

07 / recommendation

I think people don't realize this, but one of the easiest ways to bring new power online, if you're building an AI data center for example, is you get an industrial gas turbine, which is basically pretty similar to a jet engine.

“I think people don't realize this, but one of the easiest ways to bring new power online, if you're building an AI data center for example, is you get an industrial gas turbine, which is basically pretty similar to a jet engine.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

08 / belief

I think that I've made plenty of mistakes at this point, but having made those mistakes, I can now read Leslie Groves’ work about the Manhattan Project or Rickover’s work about the nuclear Navy project and interpret those texts and understand what they really mean or have a better insight into the sorts of problems they're actually dealing with because they don't necessarily translate that well into a narrative form.

“I think that I've made plenty of mistakes at this point, but having made those mistakes, I can now read Leslie Groves’ work about the Manhattan Project or Rickover’s work about the nuclear Navy project and interpret those texts and understand what they really mean or have a better insight into the sorts of problems they're actually dealing with because they don't necessarily translate that well into a narrative form.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

09 / belief

The United States has formed an alliance with Australia and Japan, and I believe India—I can't remember exactly—to basically try and control oil transiting through the South China Sea and adjacent areas, because they believe that will give them the political leverage they need to force China to play nice.

“The United States has formed an alliance with Australia and Japan, and I believe India—I can't remember exactly—to basically try and control oil transiting through the South China Sea and adjacent areas, because they believe that will give them the political leverage they need to force China to play nice.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

10 / belief

I don't want to box myself in here, but I think you could give 10% of that coastline away to the developing entity and 90% could be to the people of California in general, and you would still be making money, hand over fist.

“I don't want to box myself in here, but I think you could give 10% of that coastline away to the developing entity and 90% could be to the people of California in general, and you would still be making money, hand over fist.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint
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