Geopolitics & Defence
We assume building a world class soccer team requires decades of organic cultural passion. China is treating the sport exactly like a hardware supply chain by engineering a specialized football city to manufacture a victory.
Artificial Intelligence
The technology industry assumes the artificial intelligence race will be won by cloud software companies. Apple is quietly positioning its physical hardware and privacy ecosystem to capture the actual profits.
Economy & Markets
The venture capital industry assumes you need a loud media empire to win the best deals. Thrive Capital proves that taking highly convicted bets on obscure niche infrastructure is the real path to generational wealth.
Venture capital firms usually waste millions producing boring corporate podcasts that nobody actually watches. Founders Fund just proved that recording tech billionaires playing a simple parlor game is the ultimate marketing engine.
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.
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Western markets assume Apple has completely saturated the global smartphone industry. The true growth engine of the next decade actually lies in emerging economies where the device serves as the ultimate symbol of upward mobility.
We are spending billions to build brilliant autonomous drone swarms for future ground wars. The ultimate victor will actually be the military that perfects the electromagnetic pulse to turn those robots into useless plastic.
We think Meta is just a social feed where brands buy basic image advertisements. They are actually building an ecosystem where businesses can instantly generate custom applications using simple text prompts.
Most people are blindly plugging their careers directly into the algorithmic machine just to survive. The only way to thrive in the artificial intelligence era is to become the anomaly that bends the software to your will.
The technology industry assumes the artificial intelligence race will be won by cloud software companies. Apple is quietly positioning its physical hardware and privacy ecosystem to capture the actual profits.
Venture capital firms usually waste millions producing boring corporate podcasts that nobody actually watches. Founders Fund just proved that recording tech billionaires playing a simple parlor game is the ultimate marketing engine.
We think online child safety laws will destroy the digital advertising industry. Forcing platforms to verify user ages will actually hand tech monopolies the most accurate demographic data in human history.
Group audio calls are currently a chaotic mess of people accidentally interrupting each other. Discord is proving that spatial audio is the ultimate psychological fix that Apple and Meta will inevitably steal.
Wall Street views the upcoming Anduril public offering as a standalone victory for modern defense hardware. Smart investors realize this listing will actually trigger a major rally for the public software company secretly powering their autonomous fleet.
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.
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.
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.
