Ahead of President Biden’s State of the Union Message, I began to think about his job, and the real work of our infrastructure build. There is a narrow path to success. That path can be described in terms of risk, and vision: it has everything to do with the risks that we are being asked to take as a country, and it will work to the extent that we quickly make progress toward the promised land. Think about the infrastructure plan as a risk story – not in the setting out, but what happens if we reach 2030 (right around the corner in infrastructure years) without making the kind of extraordinary progress that we expect – and require.