Personal
I missed the weddings. I missed the funerals. I missed the births. That is the price of being a Ronin. But in exchange, I got the world. Here is why the hardest path is the only one I could walk.
Performance Marketing
OpenAI has the smartest chatbot. But Meta and Google have the smartest data. In the war for ad dollars, the company that knows who you are beats the company that just knows what you asked.
Meta
GenAI dropped the cost of lying to zero. Mobile games are flooding Meta with "cozy" ads for "hardcore" games. It lowers the Cost Per Install, but it breaks the user's trust in the entire ecosystem.
OpenAI has the smartest chatbot. But Meta and Google have the smartest data. In the war for ad dollars, the company that knows who you are beats the company that just knows what you asked.
Email is crowded. SMS is spammy. WhatsApp is where your customers actually live. Meta is about to turn this chat app into the most powerful CRM on the planet.
The AI hype is focused on chatbots. But the real super-cycle is in Robotics. Amazon has quietly built the world's largest autonomous fleet, and they are about to automate the entire planet's supply chain.
The CEO of Goldman Sachs is doing the podcast circuit. This isn't a vanity tour. It is a strategic signal to the market that the M&A window is open, and it’s time to start buying.
The market is panic selling SaaS stocks because "software is free." They are wrong. AI lowers the cost of coding, which expands margins. The new bottleneck isn't building the product; it's getting anyone to care.
Potatoes have been "clones" for thousands of years. David Friedberg just turned them into "software." Ohalo isn't just a startup; it's the end of the agricultural stone age.
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Black Mirror used to be about the future. Now, it’s about next Tuesday. With the arrival of Generative AI, the show is no longer speculative fiction; it is a real-time commentary on the tools we just invented.
Email is crowded. SMS is spammy. WhatsApp is where your customers actually live. Meta is about to turn this chat app into the most powerful CRM on the planet.
We treat life like a spreadsheet to be solved. But optimization without a "Why" is just anxiety with a methodology. Are you optimizing your life, or just avoiding living it?
Rory Sutherland is on every podcast for a reason. He isn't just telling funny stories about trains; he is on a crusade to save Marketing from the Finance department.
The AI hype is focused on chatbots. But the real super-cycle is in Robotics. Amazon has quietly built the world's largest autonomous fleet, and they are about to automate the entire planet's supply chain.
Andrew Ross Sorkin is the face of CNBC. But to sell his new book, he ignored cable news. He realized that to sell a complex history of the Great Depression, you don't need a 3-minute soundbite; you need a 3-hour conversation.
The CEO of Goldman Sachs is doing the podcast circuit. This isn't a vanity tour. It is a strategic signal to the market that the M&A window is open, and it’s time to start buying.
We try to live in a permanent Summer. But nature, markets, and emotions run in cycles. The secret isn't to fight the Winter; it's to plant the seeds that will make you rich in the Spring.
We think the internet connected the world. It didn't. It connected the English-speaking world. AI is about to tear down the Tower of Babel, and the geopolitical implications are massive.
The market is obsessed with Nvidia. But history shows that hardware cycles always end. The money is about to flow from the chipmaker to the only company that owns the silicon, the software, and the search bar: Google.
Canada’s banking monopoly is about to break. Open Banking gives consumers ownership of their financial data. This is an existential threat to the Big Five and a rocket ship for Wealthsimple.
Netflix can clone Disney+. They cannot clone Disney World. With a new CEO and an Apple partnership, Disney is about to turn its parks into the world's largest Augmented Reality game.
