Much of the physical world is made in China. Much of the digital world will be made by Indians. I didn't get that memo. I moved from India to Texas and started building chemical reactors. Neither did Naman Pushp.
He told
@packyM he will make carbon fiber about as cheap as steel.
Naman (
@TheRealNamzoo) builds carbon fiber drones in Bengaluru. He says his newest one weighs about 6.6 pounds and can carry 11. Amazon's MK30 weighs 78 pounds and carries 5.
In 1906, Henry Ford wanted vanadium steel for his cars because it was stronger than ordinary steel, so the parts could be lighter. He couldn't find a steel maker in America that could make it, so he worked with a metallurgist from England and contracted a small mill in Canton, Ohio to make it. In 1908, vanadium steel went into the Model T.
Naman can't buy carbon fiber at the price he wants either.
Most carbon fiber starts as a liquid chemical called acrylonitrile, made from propylene and ammonia. Manufacturers turn it into a plastic, spin the plastic into thin threads, and bake the threads until almost only carbon is left. About half the weight leaves as gas, so one kilogram of carbon fiber takes about 2 kilograms of acrylonitrile. In the US, those 2 kilograms of acrylonitrile alone cost over $2.50. A kilogram of US hot-rolled steel costs $1.34.
To get carbon fiber at steel prices, you need to change the chemistry.
Packy's deep dive on Airbound: