Economy & Markets
Kalshi Lit the Fire. Robinhood Will Pour the Gasoline.
Kalshi and Polymarket broke the ground. But Robinhood and Coinbase will scale the village. The revolution isn't prediction; it's leverage.
Economy & Markets
First We Race on Drugs. Then We Race Against Robots.
The Olympics are dead. Long live the mutants. The Enhanced Games aren't just a sports league; they are a clinical trial for transhumanism.
Artificial Intelligence
Let Them Steal Your IP: Why GenAI Fan Art is the Ultimate Growth Hack
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
Lululemon Should Acquire Halfdays to Fix Its "Outdoors" Problem
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
Before We Get AGI, We Need “The Face”
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
Why YouTubers Predict Wars Faster Than CNN
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
Geography is Strategy: Why Where You Build Matters More Than What You Build
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
Prediction Markets: Insider Traders Providing More Transparency
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
Cryptocurrencies (Stablecoins): The Promise of Decentralization, Only to Boost More Control
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
Best (Anecdotal) Investments I Had? Following the Money
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
Nuclear War: The Risk That Is Ignored
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
Dan Wang & Alice Han: Finally, Some Reliable Experts on China
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