The Five Forces – The Real Infrastructure Initiative & Seven Companies To Make It Happen

“What I have tried to do with my work is to make baseball more fun,” The Bill James Newsletter, 1985 as quoted in Moneyball, by Michael Lewis

Five forces are critical to driving any infrastructure initiative. Ignore the push or pull of any one of these forces and you weaken your effort, or go nowhere – respect their power and you drive forward. My wife, Ingrid, criticized me over the weekend: “You think about everything in terms of infrastructure.” “But how else are we going to save the country,” I responded. Tunnel vision. But I think that – right now – that is maybe not be a bad thing. This is an extraordinarily chaotic period, we are in what seems like the eye of the hurricane – the next 12 months are likely to be one of

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