Economy & Markets
In the US, patriotism ends where the grocery bill begins. The Federal Reserve has more influence on the midterms than the White House, and their "Higher for Longer" strategy is a political time bomb.
Geopolitics & Defence
We love the myth of the "Self-Made Man." But the truth is, most success is environmental. Nations are dealt a hand of cards—navigable rivers, oil, neighbors—that they cannot change.
Shopify
We talk about AI replacing writers. But the real disruption is coming for the "Purchaser." Agentic Commerce will connect the demand signal directly to the factory floor, removing the human bottleneck in the middle.
We talk about AI replacing writers. But the real disruption is coming for the "Purchaser." Agentic Commerce will connect the demand signal directly to the factory floor, removing the human bottleneck in the middle.
Nassim Taleb calls the middle the "Valley of the Turkey." In marketing, this is where mediocrity lives. Here is how to use the Barbell Strategy to protect your downside and capture infinite upside.
We worry that screens create distance. But for the first time in history, parents and kids speak the same digital language. Video games aren't isolating the next generation; they are the new campfire.
Marketers have a "Call Option" on failure (firing) but no "Call Option" on success (equity). This structural asymmetry forces them to optimize for "Defensibility" rather than "Profit."
We thought AI was learning to draw. We were wrong. It is learning to simulate. Genie isn't a game engine; it is the bootloader for AGI.
Henry Ford didn't give weekends out of charity; he did it so people would buy cars. AI is about to force the same shift—not for happiness, but to stop the economy from collapsing.
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Nassim Taleb calls the middle the "Valley of the Turkey." In marketing, this is where mediocrity lives. Here is how to use the Barbell Strategy to protect your downside and capture infinite upside.
History says the Dollar is doomed because every empire eventually collapses under debt. But history didn't account for AGI. If the US wins the intelligence race, the cycle of reserve currencies ends here.
We worry that screens create distance. But for the first time in history, parents and kids speak the same digital language. Video games aren't isolating the next generation; they are the new campfire.
Rory Sutherland argues that early adoption is about signaling. The problem with the Vision Pro isn't that it costs $3,500; it’s that wearing it signals "isolation" rather than "status."
Traveling through Georgia and Thailand, I initially saw what I thought to be laziness. I was wrong. I was seeing a different currency being traded—one that my Western Operating System didn't recognize. Inspiration: Sitting in a cafe in Batumi, watching men talk on a street corner for
Hollywood and Burgers conquered the world in the 20th century. Wukong and Hot Pot are coming for the 21st. The next superpower war won't be fought with missiles; it will be fought with culture.
Marketers have a "Call Option" on failure (firing) but no "Call Option" on success (equity). This structural asymmetry forces them to optimize for "Defensibility" rather than "Profit."
C. Wright Mills warned us about the "Power Elite" in 1956. Today, that elite has digitized. We are witnessing the fusion of state authority and corporate profit—and it is creating the most lucrative business verticals in history.
Scott Galloway wants you to cancel your subscriptions to crash Big Tech. But the "Wealth Effect" means this won't hurt the billionaires; it will hurt the economy that employs everyone else.
We are all CEOs of "The Enterprise of You," but we usually run our lives like a chaotic startup with no oversight. I asked an AI to be my Board of Directors. The results were brutal and brilliant.
We stopped going to the Moon because we couldn't afford it. AI and Robotics create the "Economic Surplus" we need to finally afford the stars.
The prediction markets are betting on Elon becoming a trillionaire. That math only works with a SpaceX IPO. When the giant goes public, the "Halo Effect" will reprice the entire space sector.
