Artificial Intelligence
We spent the last decade building software that forced human employees to do all the heavy lifting. In the artificial intelligence era the only companies that survive will be the ones selling guaranteed business outcomes.
Artificial Intelligence
We think predicting human behavior requires asking real people what they want. A new company called Simile is proving that running artificial simulations of society is actually far more accurate than traditional consumer surveys.
Economy & Markets
Everyone thinks influencer ventures are just superficial merchandise grabs. In reality the Anti Fund proves that owning consumer attention is the most powerful operational leverage in venture capital.
We assume that lasting love is built entirely on avoiding conflict and maintaining a perfect honeymoon phase. In reality elite researchers have proven that romance survives through tiny daily micro behaviors and a strict mathematical ratio of positive interactions.
We assume massive technology monopolies must aggressively crush any emerging competitors in the software space. In reality, Google absolutely needs the Proton ecosystem to thrive to prevent a massive consumer exodus toward Apple hardware.
We assume modern society has peaked and the future holds only dystopian collapse. In reality, compounding technological breakthroughs are about to engineer the most prosperous and exciting era in the history of our species.
We assume mass adoption of artificial general intelligence strictly requires faster processing speeds and massive data centers. In reality, everyday consumers will completely reject the singularity until the algorithm looks them directly in the eyes.
We assume intense standardized testing creates a highly competent and globally competitive workforce. In reality, single exam education systems completely destroy national innovation while actively driving catastrophic spikes in youth unemployment and societal depression.
We assume consumers want software that works perfectly out of the box with zero effort. In reality, the psychological friction of building your own artificial intelligence agent creates an emotional bond that completely eliminates platform churn.
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We think the artificial intelligence bubble is a repeat of the early internet boom. It is actually a debt fueled infrastructure race utilizing satellite connectivity and physical energy arbitrage.
Dating apps have a terrible business model where success means losing a customer. By transitioning successful matches into a post relationship ecosystem they can unlock an entirely new lifetime monetization funnel.
Everyone thinks artificial intelligence is a threat to the music industry. Streaming platforms secretly view generative audio as the ultimate tool to slash their royalty expenses and dramatically boost profit margins.
Everyone assumes the SpaceX public offering is about colonizing Mars. The actual financial data reveals it is a highly leveraged bet on enterprise artificial intelligence and satellite connectivity.
Analysts believe Apple has hit a wall with hardware innovation and extended upgrade cycles. The truth is they are quietly widening their pricing architecture to introduce a hyper premium tier that will redefine consumer luxury.
Corporate missions are usually just aspirational marketing slogans. Google might actually become the first major technology company in history to completely fulfill its original founding promise.
Investors assume dedicated artificial intelligence devices are the next great consumer frontier. The inevitable retail failure of these redundant gadgets will actually be the catalyst that pops the current tech bubble.
We think Meta is just a social media company hoarding chips for internal algorithms. They are actually building the hidden infrastructure to become the next dominant cloud computing giant.
We assume corporate philanthropy is just a sunk cost designed to generate positive news coverage. Donating equity to the new citizen investment accounts will actually create a supply shock that structurally increases a stock price.
We all know how the OpenAI boardroom drama ended with Sam Altman returning as a triumphant conqueror. If Microsoft had backed the opposing faction, the landscape of consumer artificial intelligence would look entirely different today.
We often treat IPOs merely as liquidity events for early investors. In reality, Oura Ring’s upcoming public debut is a massive global marketing campaign that makes them the perfect acquisition target for Apple.
We assume the geopolitical tension between the United States and China will inevitably end in absolute military conflict. In reality the cultural and linguistic habits of the youngest generations are quietly building an unbreakable diplomatic bridge for the upcoming century.
