Prediction Markets: Retail Investors Will Switch to Gambling
Markets,Technology / November 30, 2025 / By : Barbaros Prediction Markets: Retail Investors Will Switch to Gambling The stock market is boring. The new casino is pricing “Truth,” and it’s about to eat the world. Inspiration: Watching the Polymarket chart during the election and realizing it was more accurate (and addictive) than CNN. While everyone […]
AI Will Change Recruiting (But Not How You Think)
Artificial Intelligence,Markets,Technology / November 30, 2025 / By : Barbaros AI Will Change Recruiting (But Not How You Think) The resume is dead. The future of hiring is your AI agent talking to their AI agent while you sleep. Inspiration: Seeing brilliant friends stuck in mediocre jobs simply because they are bad at “self-marketing,” and […]
Anduril & Palantir: The Duo That Will Establish US Dominance
Uncategorized / November 30, 2025 / By : Barbaros Anduril & Palantir: The Duo That Will Establish US Dominance It’s not just about better drones or smarter software. It’s about rewriting the operating system of war to solve a problem that broke the US military in Vietnam and Afghanistan. Inspiration: The speeches of Sarah Paine […]
Sarah (Sally) C. M. Paine: The Historian That is About to Get Internet Popular
Leadership,Markets,Social Media / November 28, 2025 / By : Barbaros Sarah (Sally) C. M. Paine: The Historian That is About to Get Internet Popular She doesn’t have a Twitter account. She doesn’t have a podcast. But she is about to become the most important voice on your feed. Inspiration: My track record of spotting figures […]
AI is Going to be the Black Swan Event for AI (CapEx and Valuations)
Artificial Intelligence,Markets / November 28, 2025 / By : Barbaros AI is Going to be the Black Swan Event for AI (CapEx and Valuations) 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 […]
The AI Race: The Best Bait for Attracting Capital
Artificial Intelligence,Google,Markets,Meta,OpenAI,Technology / November 27, 2025 / By : Barbaros The AI Race: The Best Bait for Attracting Capital 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 […]
Google: Rebranding is Inevitable
/ / By : Uncategorized / November 26, 2025 / By : Barbaros Google: Rebranding is Inevitable “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 […]
TSMC: To Move or Not to Move
/ / By : 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 delays in Arizona. Remember when the Ukraine war started? The […]
P-Time and M-Time: The 60-Year-Old Concept That Affects the Fate of Your Company (and Even Your Country)
Uncategorized / November 2, 2025 / By : Barbaros Title: P-Time and M-Time: The 60-Year-Old Concept That Affects the Fate of Your Company (and Even Your Country) 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 […]
Shopify: The Inevitable Journey to the S&P 500
/ / By : 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’s growing tension with […]
Main Beneficiaries of the GLP-1 Innovations? Insurance Companies.
/ / By : 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 it […]
The Winner of the US-China Tariff War? The Global South
Uncategorized / October 19, 2025 / By : Barbaros The Winner of the US-China Tariff War? The Global South There is always an opportunity in every conflict. Inspiration: China Decode podcast, How Labubus Explain China’s Global Reach You might be asking yourself, “why would a performance marketer write about global trade”. In most circumstances, you […]