The Age of Remakes in Gaming with AI
Remakes used to take three years and a hundred artists. AI turns that into months and a small team, with better textures, lighting and performance than hand made remakes.
Latest
As The Dead Internet Takes Over, Meta Should Build For Human To Human Engagement
About half of the internet already looks AI written. When feeds are full of slop, content alone stops building trust. Meta wins by building products where real people interact with each other.
The RAM Shortage That Saves Data Center Investors?
Everyone sees the RAM shortage as a risk for AI. For the people funding chips and data centers, it actually fixes the biggest risk in their model. Slower cycles mean longer useful life.
Elon's Supporters Will Slowly Tank Tesla to Make the Acquisition Easier for SpaceX
SpaceX is now public, Tesla is down 20 percent this year, and everyone close to Elon is suddenly talking about overlap. The cheaper Tesla gets, the less SpaceX has to dilute to buy it.
Google Health Is Done Selling Trackers
Google just turned the Fitbit app into Google Health and plugged Abbott's Lingo CGM into a Gemini-powered coach. The real story isn't glucose, it is who gets to own the interpretation layer for all your health data.
Which Tech Monopolies Will Dominate a Post War Russia (The Reopened Frontier)
We assume the end of the conflict is just a geopolitical victory for global stability. In reality the reopening of the Russian consumer market will trigger a sudden and unprecedented revenue surge for specific technology monopolies.
Reddit and the Index Premium: Why the S&P 500 Inclusion is a Snowball of Growth
We assume index inclusion is just a mechanical stock market event. For Reddit joining the premier American index is actually the ultimate corporate rebranding campaign that will instantly unlock billions in highly conservative advertising budgets.
Meta Ads Allows Stablecoin Payments
We assume corporate treasury management is boring back office accounting. By allowing advertisers to pay with stablecoins Meta just unlocked billions of dollars in dormant gaming capital and fundamentally rewired the speed of global digital user acquisition.
Meta's Muse Glimmer Will Eliminate OpenAI and Anthropic
Apache 2.0, 30B, <20GB, runs on a Mac. US gov blessed vs China. Glimmer kills agentic API margin, forces frugal weaker GPT-6 / Claude 5, slashes $965B/$852B valuations and delays IPO. Cloud loses. Google wins second-order.
The Breach Premium: Why Quantum Hacks Will Become Normal
We assume a corporate data breach will always destroy a public stock price. In reality the impending wave of quantum cyber attacks will eventually force Wall Street to treat getting hacked as a completely normal operating expense.
Google's Secret Cybersecurity Superweapon
We assumed Wiz walked away from Google forever when they famously rejected the initial buyout offer. The reality is that Google returned with thirty two billion dollars to officially acquire the startup and weaponize their elite leadership team.
Cloud Gaming is Not Happening: The Speed of Light Problem
We assume cloud gaming will soon replace the expensive console sitting in our living room. The reality is that interactive streaming is completely bottlenecked by the fundamental laws of physics and server distance.
Personal
Engineering a Better Society: The Geopolitics of Genetic Selection
We assume in vitro fertilization is just a medical procedure to help struggling couples start a family. The reality is that embryo selection is quickly becoming the ultimate geopolitical weapon for engineering a superior macroeconomic workforce.
Productivity
Digital Marketing Agency Briefs: Use Docs, Not Sheets
We assume spreadsheets are the ultimate organizational tool for digital marketing agencies. The reality is that stuffing creative briefs into a grid completely blinds the artificial intelligence agents trying to optimize your campaigns.
Technology
The Death of the Phone Number: Why Telecom Monopolies Are Panicking
We assume the ten digit phone number is the permanent foundation of human communication. The reality is that satellite internet and social messaging platforms are actively turning the phone number into an obsolete piece of legacy telecom plumbing.
Robotics
Kraken Robotics: The Canadian Pride in the Making
We assume the future of autonomous warfare is happening entirely in the sky with aerial drone swarms. In reality the most critical defense infrastructure of the next decade is quietly being built deep underwater by an emerging Canadian monopoly.
Economy & Markets
MIT.nano: The Hundred Million Dollar Deep Tech Incubator
We assume building a successful technology startup just requires a clever founder and a laptop. MIT.nano proves that the most lucrative deep tech breakthroughs require hundred million dollar microscopic foundries to actually get off the ground.
Personal
Moonshots Podcast with Peter Diamandis
What is Moonshots Podcast? Your complete 2026 guide to Peter Diamandis's weekly show with Salim Ismail, Dave Blundin, and Alexander Wissner-Gross. 250+ episodes, best guests, where to listen, and Moonshots LIVE.
Artificial Intelligence
The AI CapEx Illusion: Why the Government is Forcing the Tech Spending Spree
We assume the technology giants are recklessly burning cash to win the artificial intelligence race. The reality is that federal tax incentives have turned building heavy server infrastructure into the safest corporate tax shelter on earth.
Artificial Intelligence
Ideal AI World: What Happens When Everyone Stops Fighting Over AGI
The technology sector is currently burning billions of dollars in a chaotic race to build artificial general intelligence. The ultimate corporate endgame requires these monopolies to stop competing directly and return to the specific infrastructural moats that made them rich.
Personal
Incentives, Incentives, Incentives
We spend hours trying to decode the complex psychological reasons behind bad corporate decisions. The reality is that if you want to understand why any system operates a certain way you just have to follow the underlying reward structure.
Artificial Intelligence
Why Autonomous Commerce Will Fail
We assume artificial intelligence will soon autonomously buy all our groceries and manage our daily shopping. The reality is that agentic commerce is a theoretical fantasy completely blocked by unresolvable payment liability and fundamental consumer psychology.
Gaming
Why Netflix and PlayStation Should Collide (The Attention Singularity)
We assume video games and streaming movies are two completely separate industries fighting for our wallets. The reality is that the death of physical media is forcing a brutal consolidation where passive watching and active playing merge into a single subscription.
Meta
Why Meta Should Launch an Email Platform
We assume Meta is perfectly content dominating social media and instant messaging. The reality is their artificial intelligence ambitions will inevitably force them to build a native email client just to escape the Google ecosystem.