Nuclear Energy
We assume global power relies on controlling scarce fossil fuels or building massive solar grids. The successful commercialization of miniaturized fusion reactors will instantly trigger a deflationary shock that completely rewrites the operational physics of human civilization.
Artificial Intelligence
e assume artificial intelligence is the ultimate threat to global employment. In reality the impending transition to infinite clean energy will displace significantly more human labor than any software algorithm.
Technology
We assume modern society has peaked and the future holds only dystopian collapse. In reality, compounding technological breakthroughs are about to engineer the most prosperous and exciting era in the history of our species.
Economy & Markets
We assume technology companies hold the ultimate leverage in the artificial intelligence revolution. In reality, the nations controlling the physical uranium supply will dictate the entire trajectory of global computing.
Geopolitics & Defence
Diplomacy is based on shared rules. When one side secretly breaks the most dangerous rule of all, diplomacy ends and containment begins. The seismic activity at Lop Nur just shifted the ground beneath the global economy.
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