Marketing
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."
Geopolitics & Defence
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.
Economy & Markets
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.
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.
Engineers think humans are rational. We aren't. Rory Sutherland taught me that the spreadsheet can tell you the cost, but it can never tell you the value.
Sarah Paine calls it a "heist." Rory Sutherland calls it an "efficiency trap." Both agree: The US tax code isn't just boring; it is eroding the strategic foundation of the West.
Making one cool image with AI is easy. Building a coherent 360-degree campaign that follows brand guidelines is hard. Pomelli is the "Brand Guardrails" agent that finally solves the consistency problem.
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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.
The iPhone upgrade cycle has stalled. But a new "Local AI" boom is driving massive sales of Mac Studios. This is the bridge to the real super-cycle: when Gemini forces everyone to buy an iPhone 17.
We are buying $50 nootropics to fix sleep ruined by $0 habits. In a culture obsessed with "optimization," we have forgotten that the biggest gains come from the boring basics, not the expensive margins.
We used to drown in PDFs. Now, we chat with them. But the real revolution isn't reading; it's presenting. NotebookLM has turned from a research tool into a full-stack storytelling engine.
Luck isn't magic; it's geometry. The old equation was linear. The new AI equation is exponential. Here is how to build a machine that captures opportunity while you sleep.
He was fired from Facebook and exiled by Silicon Valley. So he built a defense unicorn to save the West. Palmer Luckey proves that competence is the only immunity.
The 4-day workweek is being sold as a wellness perk. But structurally, it might be the only macroeconomic shock absorber capable of handling the AI labor displacement. The math, however, is more complex than "work less, earn same."
Doug Leone wasn't a financier. He was a salesman with a chip on his shoulder. He taught Sequoia that "paranoia" is a feature, not a bug.
Most CEOs are operators. Bob Iger is a diplomat. He proved that in negotiation, "Respect" is often worth more than the final dollar.
We have lived in the era of "Flat" content. With Genie 3, we are entering the era of "Spatial" content. It isn't just about watching a world; it's about inhabiting it.
