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.
Apple
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.
Geopolitics & Defence
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.
Meta
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.
Productivity
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.
Apple
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
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.
Performance Marketing
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.
Product Design
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.
Economy & Markets
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.
Artificial Intelligence
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.
Artificial Intelligence
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.