Artificial Intelligence
The copyright wars are over. The remix wars have begun. Smart brands aren't suing creators; they are hiring them. Inspiration: Scrolling Facebook and seeing a fan-made Batman poster that looked better than the official one, and realizing I wanted to see that movie more. When GenAI first dropped,
Economy & Markets
Forget MIRROR. This is the acquisition that actually fits the DNA. Lululemon owns the studio; it’s time to own the slopes. Inspiration: Seeing a sea of Halfdays suits in Aspen and realizing Lululemon is completely missing the “Après” demographic. Lululemon is a beast, but they have a $500M scar:
Artificial Intelligence
Text is efficient. Voice is convenient. But humans are biologically wired to trust only one interface: A Face. Inspiration: Watching my friends ignore a perfect ChatGPT answer, only to watch a 15-minute YouTube video of a guy saying the exact same thing because they trusted his face. Tech people love
Geopolitics & Defence
The "Official Narrative" waits for the missile to land. The "Analyst Narrative" watches the fuel truck leave the depot. Inspiration: Watching a YouTuber analyze fuel logistics on Google Earth and predicting an invasion three weeks before the “Breaking News” banner appeared on TV. Mainstream news is
Economy & Markets
We love to talk about the "Idea." But a mediocre seed in fertile soil will always beat a perfect seed in concrete. Inspiration: Watching founders struggle to raise $50k in Europe, while a “Uber for Dog Walking” raised $10M in San Francisco. We are sold a lie: “If
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 release
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
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. He
Economy & Markets
While its neighbors are fighting stagnation, tourism traps, or demographic collapse, Vietnam is quietly becoming the factory—and the code—of the future. Inspiration: My recent trip to Vietnam, seeing young developers coding in cafes while Thai streets were packed with tourists. Walking through Ho Chi Minh City feels different