Coffee with Ken

Ken Biberaj

Coffee with Ken is a thought leadership conversation series at the nexus of business, politics and social impact.

  1. 6h ago

    Robotics and Autonomy: What a Trillion-Dollar Market Actually Requires

    Physical AI is not just humanoid robots doing backflips. It's a convergence of four budgets at once: AI compute, energy, critical minerals, and defense, and getting that convergence right could determine who wins a market Barclays estimates could scale 10 to 15 times by 2035.For this Coffee With Ken Summit Series conversation, recorded in partnership with DMV Tech Week, Ken sits down with Zornitsa Todorova (Barclays), Scott Sanders (Forterra), and Ira Renfrew (Familiar Machines & Magic) to get into what's real, what's hype, and what it will actually take to build this industry in the United States.The panel doesn't agree on everything, including whether "dual use" is even the right way to think about the space, and that tension is where the conversation gets interesting.This conversation explores:- Why Barclays sees physical AI as a market that could scale 10 to 15 times by 2035- The case for "multiplicity" over "dual use" as the right lens for capital allocation- Why the drone market has doubled since 2020 and what that signals- The "three Bs" framework: brains, brawn, and batteries, and why the last two are underappreciated- What reshoring manufacturing really requires from the robotics supply chain- Where the US stands against China on critical components and talent- Why consistency in policy matters more than incentives for attracting robotics companies- Why the next five years of autonomy will look less like humanoids and more like specialized, purpose-built machinesWatch the full conversation. Pull up a chair.

  2. 1d ago

    The Golden Age of Transportation | A USDOT Insider on Autonomy, Aviation, and America's Supply Chain

    The next five years could transform transportation more than the previous forty-two combined.Lee White has spent 42 years inside the transportation industry, including 35 years at UPS and time developing strategy for a Level 4 autonomous trucking company. Today, as Deputy Assistant Secretary for Research and Technology at the U.S. Department of Transportation, he is helping shape the future of autonomous vehicles, advanced air mobility, logistics, infrastructure and the American supply chain.In this Coffee With Ken Summit Series conversation, White joins Ken Biberaj to explain what it will take to modernize how goods and people move across the United States.They discuss the infrastructure required to support trillions of dollars in new U.S. investment, the growing competition facing American ports, the future of autonomous trucking and eVTOLs, and why low water levels on the Mississippi River can make American exports less competitive around the world.White also explains how the Department of Transportation is attempting to accelerate innovation without compromising public safety—and why government, industry, states and cities must collaborate more closely to prepare for what comes next.In this conversation:• Why the next five years could reshape transportation• Lee White’s path from UPS to autonomous trucking and the DOT• How AI and autonomous vehicles could improve transportation safety• The infrastructure needed to support new American manufacturing• Why the Mississippi River is a critical supply-chain asset• How Canada and Mexico are competing for U.S. freight volume• The future of eVTOLs and advanced air mobility• DOT’s approach to EVs and consumer choice• The push to rebuild America’s shipbuilding and maritime capacity• What industry leaders should do to engage with the DOT

  3. 3d ago

    How Electra.aero Is Changing the Future of Flight

    Batteries are 40 to 50 times less energy dense than jet fuel. So why is Marc Allen, the former Boeing executive who could have coasted into retirement, betting everything on an electric airplane?Marc Allen is CEO of Electra.aero, building a hybrid-electric aircraft that takes off and lands in 150 feet. Not a helicopter. Not an eVTOL. A fixed-wing airplane that solves a tradeoff aviation has never solved before: access without giving up efficiency.Ken sits down with Marc to get into what he calls the third era of aviation, pistons, then turbines, then electric, and why it has to start small before it changes everything else. They cover the regional flight gap nobody talks about, why Boeing will never build this plane, and the dual-use case that has the Department of War paying close attention.This conversation explores:Why batteries alone don't work, and the hybrid architecture that doesThe 50 to 500 nautical mile gap in American air travelHow a 150-foot takeoff roll changes where planes can landRunway independence and power at the edge for defense applicationsWhy large manufacturers structurally can't build small aircraftThe regulatory path through Part 23, and why no new rules are neededWhat advanced air mobility means for regional economic developmentElectra's manufacturing ambitions and what comes after the nine-seaterKen Biberaj talks with Marc Allen, CEO of Electra.aero, about advanced air mobility, hybrid-electric aircraft, and the future of regional flight.Watch the full conversation. Subscribe to Coffee With Ken for more conversations at the intersection of business, government, and innovation.

  4. 4d ago

    The $210 Billion Push to Rebuild America’s Industrial Base | David Lorch on Coffee With Ken

    China owns the magnet supply chain. For now.David Lorch is the Director of the Office of Strategic Capital at the Department of War, an office most people have never heard of, with $210 billion in lending authority and a mandate to help rebuild the industrial base the United States has spent decades offshoring.In this Coffee With Ken Summit conversation, Ken sits down with Lorch to unpack what OSC actually does, who it is built to support, and what is already in motion. Lorch explains the magnet supply chain crisis, how OSC capital works alongside private financing, why the office is not a competitor to banks and investors, and what it takes to actually get a deal done.This conversation covers:- What the Office of Strategic Capital is and why it was createdHow $210 billion in lending authority can be deployed toward national security- The magnet supply chain, how the U.S. ceded it to China, and what is being done now- Why OSC is designed to complement private capital, not replace it- Deal size, speed, and what companies need to know before reaching out- How OSC serves as a concierge across federal financing agencies- The sectors OSC is focused on, including critical minerals, drones, energy, semiconductors, shipbuilding, and more- What the next phase of growth looks like for the officeIf your company is working on something that matters to U.S. national security and needs capital to scale, this conversation is worth your time.

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Coffee with Ken is a thought leadership conversation series at the nexus of business, politics and social impact.

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