Technology
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.
Microsoft
"Comment 'YES' to get the PDF." We see it every day. It isn't networking; it's engagement farming. And it is breaking the machine learning models that power the professional world.
Geopolitics & Defence
Brad Gerstner proposed the idea. Donald Trump put his name on it. By giving every American child an investment account, the "Trump Account" ensures that the next generation of voters has a vested interest in the legacy of the 47th President.
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.
OpenAI and Google aren't building video generators to compete with Hollywood. They are building them because "Viral Content" is the cheapest Customer Acquisition Cost in history.
ChatGPT is smart, but it doesn't know you. Apple and Google own your keystrokes, your location, and your memories. They are building the "Digital Twin" that will make every other AI look like a toy.
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.
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The F-47 NGAD fighter isn't just a plane; it's a flying data center. It relies on a "Kill Web" where BlackSky is the eyes, Anduril is the nervous system, and Palantir is the brain. Here is how they integrate.
The Fed has always driven the economy by looking in the rearview mirror. Kevin Warsh wants to install a GPS. This shift to "Clean Data" will trigger a massive CapEx super-cycle for the companies that modernize Wall Street's plumbing.
Diplomacy is based on shared rules. When one side secretly breaks the most dangerous rule of all, diplomacy ends and containment begins. The seismic activity at Lop Nur just shifted the ground beneath the global economy.
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.
We used to search for content. Soon, content will find us. Or rather, it will be created for us. From SunoAI to Endel, we are moving from a world of "Discovery" to a world of "Contextual Generation."
Wall Street just told Big Tech to stop spending. The "AI Hangover" is here. Amazon and Microsoft are being punished, but Meta is surviving because Zuckerberg owns the one thing investors can't argue with: Control.
Turkey trades with the Middle East (volatile) and Europe (stagnant). Vietnam trades with China (predatory). Both countries are "Empire Builders" trapped in bad neighborhoods. They need each other.
OpenAI and Google aren't building video generators to compete with Hollywood. They are building them because "Viral Content" is the cheapest Customer Acquisition Cost in history.
ChatGPT is smart, but it doesn't know you. Apple and Google own your keystrokes, your location, and your memories. They are building the "Digital Twin" that will make every other AI look like a toy.
In 1192, Saladin sent ice to his dying enemy, Richard the Lionheart. In 1997, Bill Gates sent $150 million to a dying Apple. Why do conquerors sometimes save their rivals?
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.
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.
