Economy & Markets
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
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.
Artificial Intelligence
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.
Apple
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?
Economy & Markets
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.
Geopolitics & Defence
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.
Shopify
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.
Marketing
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.
Artificial General Intelligence
History says the Dollar is doomed because every empire eventually collapses under debt. But history didn't account for AGI. If the US wins the intelligence race, the cycle of reserve currencies ends here.
Gaming
We worry that screens create distance. But for the first time in history, parents and kids speak the same digital language. Video games aren't isolating the next generation; they are the new campfire.
Apple
Rory Sutherland argues that early adoption is about signaling. The problem with the Vision Pro isn't that it costs $3,500; it’s that wearing it signals "isolation" rather than "status."
Productivity
Traveling through Georgia and Thailand, I initially saw what I thought to be laziness. I was wrong. I was seeing a different currency being traded—one that my Western Operating System didn't recognize. Inspiration: Sitting in a cafe in Batumi, watching men talk on a street corner for