We are building a $1 trillion infrastructure on the assumption that everyone needs an Nvidia GPU. What happens when Google proves you don't? Inspiration: The quiet panic in Jensen Huang’s recent tweets, and the realization that “proprietary” hardware might be the ultimate moat. Everyone thought the “AI
Artificial Intelligence
The "China Threat" isn't just a geopolitical reality. It is the single most effective slide in a Silicon Valley pitch deck. Inspiration: Jensen Huang and Sam Altman on every news channel, and the peculiar reason why China bans Google. Let’s look at the scoreboard. In
Artificial Intelligence
The tools finally caught up to the hype. This year, we didn't just "play" with AI; we built our entire Black Friday strategy on it. Inspiration: Early performance surprises and the realization that I could generate 50 high-quality ad variants in the time it used to
"Googling" is dying. To survive the Agentic Age, the world's biggest search engine needs to stop being a search engine. Inspiration: The confusion of explaining “Gemini for Workspace” to my mom, and the sheer brilliance of Mark Zuckerberg’s “Meta” pivot. Remember when Facebook became Meta?
Markets
The markets yawned at Ukraine. Now they are sleeping on Taiwan. But the "Silicon Shield" isn't just about chips—it's about a timeline that ends in 2027. Inspiration: The market’s dangerous desensitization to war, Anduril’s internal “China 27” roadmap, and the peculiar
Artificial Intelligence
We worried that Millennials were glued to screens. We worried Gen Z was addicted to TikTok. Now, we should worry if we can keep up with the generation that treats intelligence as a utility. Inspiration: The “Intern” who runs the corporate Twitter account, and the 12-year-olds building Python apps without
Artificial Intelligence
The barrier to entry just dropped to zero. If you have an idea and a keyboard, you are now a creative agency. Inspiration: The death of the $500 web banner and my friends becoming video game characters. Let’s have an honest conversation about the first wave of AI image
Technology
Why the real news from Meta Connect isn't just a camera. It's the beginning of the real-world Iron Man UI. Inspiration: World of Warcraft addons, Iron Man’s Jarvis, and the Anduril EagleEye military targeting system. So, Meta Connect just happened. Everyone is talking about the
Your view of time is not universal. It’s the most powerful—and invisible—force dictating your success, your stress, and your nation's GDP. Inspiration: How people do things (both professional and personal) very, very differently between cultures. If you know me, you know that I am pretty
Shopify
Shopify: The Inevitable Journey to the S&P 500 Inspiration: The tensions that began to develop between CRA and Shopify. While none of this is financial advice, my prior bets on Uber and Palantir showed the power of index inclusion. So, we are going to talk about how Shopify’
Markets
Ozempic This. Ozempic That. Inspiration: The Economics of Insurance, Marginal Revolution Podcast. By the time I am writing this (October 2025), I am going to assume you were not living under the rock and heard about new drugs like Ozempic at least once. Maybe it was on the news. Maybe
Artificial Intelligence
$500B in valuation by the way, ladies and gentlemen... Inspiration: Earlier conversations on Threads and now, OpenAI introducing ChatGPT Atlas. It’s almost like the market did not learn from its past, but hey, maybe this could create another buying opportunity. Today, OpenAI introduced ChatGPT Atlas and the internet was