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The Clocks That Run The Stack - Dave's Quick Hits - December 8, 2025

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This week is about clocks. Washington has one. Solar factories have another. Robot labs are starting to run on a third. DOE updates on election time. Every few years a new administration redraws the org chart and picks new buzzwords. Solar and batteries update on learning curves. Every time global production doubles, costs drop again and another region of the map becomes viable. The new UChicago robot lab runs on experiment time. It turns “two experiments a week” into “dozens of experiments overnight.” The Source: The Department of Energy released a new org chart on November 20, 2025. The restructure creates standalone offices for Fusion, Artificial Intelligence and Quantum, and Critical Minerals and Energy Innovation. It renames the Loan Programs Office to “Office of Energy Dominance Financing.” Several offices focused on getting energy projects built and connected were eliminated or folded into larger buckets. The Thesis: DOE is telling you what it wants to optimize for. The word “do

This week is about clocks. Washington has one. Solar factories have another. Robot labs are starting to run on a third. DOE updates on election time. Every few years a new administration redraws the org chart and picks new buzzwords. Solar and batteries update on learning curves. Every time global production doubles, costs drop again and another region of the map becomes viable. The new UChicago robot lab runs on experiment time. It turns “two experiments a week” into “dozens of experiments overnight.” The Source: The Department of Energy released a new org chart on November 20, 2025. The…

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