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
In 1975, Vietnam was one of the poorest nations on earth. Today, it is the new factory of the world. Here is how they used free trade and math scores to beat their neighbors.
Affinity
Canva just made professional design free. Adobe is buying SEO tools to survive. The king is dead. Inspiration: The growth of Figma in the recent years. How easy it was to transition from Photoshop to Affinity. The acquisition of SEMRush. For decades, Adobe wasn’t just a software company. It
Artificial Intelligence
You can buy Nvidia H100s, but you can't buy a culture of innovation. The "Giga-Projects" are beautiful, expensive distractions from the real work. Inspiration: The news that NEOM is being scaled back (after burning billions) and the realization that “Humain” is a venture capital firm disguised
Economy & Markets
The OS war isn't over; it just changed battlefields. Valve is doing what Microsoft refused to do: building a console that is actually a PC. Inspiration: The realization that my “gaming PC” is just a glorified console that forces me to deal with Windows updates. We thought it
Prediction Markets
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 was busy watching Nvidia stock charts, a quiet
Anduril
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 and Palmer Luckey, and the timeless strategies of Sun Tzu and Miyamoto
Leadership
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 like Prof G, Alex Hormozi, and Palmer Luckey before they hit the mainstream. I have
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
"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?
Economy & 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
Economy & Markets
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’