Geopolitics & Defence
We are building a "Kill Web" that compresses the decision loop from days to seconds. You can’t fight an enemy that sees everything, knows everything, and never sleeps. Inspiration: Realizing that Palantir didn’t just invest in BlackSky for returns; they invested to build the backend of
Personal
I’ve read over a hundred self-help books. It turns out, I was just reading footnotes to Jim Rohn. I care about personal growth. A lot. If you saw my Audible library or my bookshelf, you’d see the usual suspects: Atomic Habits, The 5 AM Club, Deep Work.
Economy & Markets
The "news" is slow. The betting markets are instant. And the reason they are so accurate is the one thing we aren't supposed to talk about: Insider Trading. Inspiration: Coffeezilla’s breakdown of how prediction markets are basically unregulated casinos, and watching the GPT-5.2
Meta
The "news" is slow. The betting markets are instant. And the reason they are so accurate is the one thing we aren't supposed to talk about: Insider Trading. Inspiration: Coffeezilla’s breakdown of how prediction markets are basically unregulated casinos, and watching the GPT-5.2
Meta
Google organizes the world's information. Meta connects the world's people. In the AI era, the killer app isn't a chatbot; it's a universal translator. Inspiration: Trying to use Google Translate in Southeast Asia and realizing that while it knows the words, it
Economy & Markets
Cypherpunks wanted to kill the Fed. Instead, they built the infrastructure for the ultimate surveillance state. Inspiration: Realizing that “freedom money” (Tether) is actually the most trackable asset in human history. Ten years ago, crypto was a rebellion. It was run by cypherpunks and libertarians. The goal was simple: Separate
Economy & Markets
I used to read balance sheets. Now, I read the guest lists of private dinners. Inspiration: A throwaway line on the Prof G Podcast about “following the capital, not the earnings,” and realizing that valuations are just feelings with math. Disclaimer: None of this is financial advice. I am a
Geopolitics & Defence
In 2003, we thought it was just a game. In 2025, it looks like a documentary. Inspiration: Watching a news clip about drone swarms and realizing I played this exact scenario 20 years ago as the USA faction. Command & Conquer: Generals was released in 2003. Unlike its predecessors (Red
Economy & Markets
We talk about climate change, AI safety, and pandemics. But we ignore the only risk that can end civilization in 30 minutes. Inspiration: Reading H.R. McMaster’s At War with Ourselves and realizing that “Strategic Ambiguity” is just a fancy word for gambling. We have a blind spot. We
Leadership
In a world of geopolitical noise, these two voices cut through the propaganda with something rare: actual insight. Inspiration: Realizing that 99% of “China Analysis” I read is either Washington hawks selling fear or Beijing bureaucrats selling fantasy. Trying to understand China today is like trying to watch a movie
Artificial Intelligence
It looks like a partnership. It acts like a dependency. In reality, it is a slow-motion acquisition. Inspiration: Satya Nadella’s calm demeanor during the OpenAI coup, and the old Microsoft playbook: “Embrace, Extend, Extinguish.” November 2023. The Board fires Sam Altman. Chaos ensues. Satya Nadella didn’t panic.
Economy & Markets
In 1975, Vietnam was one of the poorest nations on earth. Today, it is the new factory of the world. Here is how they used free trade and math scores to beat their neighbors.