Artificial Intelligence
We finally have a tool that can simulate the planet faster than the planet can change. This isn't just a weather forecast; it's a survival engine. Inspiration: Watching the Google WeatherNext 2 announcement and realizing it was tagged “Climate Change” for a reason. We usually talk
Artificial Intelligence
The cookie is dead. Long live the conversation. Why the next generation of ads won't just know what you clicked—they'll know who you are. Inspiration: Realizing that AI assistant knows more about your son’s development milestones than his pediatrician does. For the last 20
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
Artificial Intelligence
The resume is dead. The future of hiring is your AI agent talking to their AI agent while you sleep. Inspiration: Seeing brilliant friends stuck in mediocre jobs simply because they are bad at “self-marketing,” and realizing that the best candidates are rarely the ones actively applying. The current recruiting
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
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
Artificial Intelligence
The tools finally caught up to the hype. This year, we didn't just "play" with AI; we built our entire Black Friday strategy on it. Inspiration: Early performance surprises and the realization that I could generate 50 high-quality ad variants in the time it used to
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
Artificial Intelligence
We worried that Millennials were glued to screens. We worried Gen Z was addicted to TikTok. Now, we should worry if we can keep up with the generation that treats intelligence as a utility. Inspiration: The “Intern” who runs the corporate Twitter account, and the 12-year-olds building Python apps without
Artificial Intelligence
The barrier to entry just dropped to zero. If you have an idea and a keyboard, you are now a creative agency. Inspiration: The death of the $500 web banner and my friends becoming video game characters. Let’s have an honest conversation about the first wave of AI image
Technology
Why the real news from Meta Connect isn't just a camera. It's the beginning of the real-world Iron Man UI. Inspiration: World of Warcraft addons, Iron Man’s Jarvis, and the Anduril EagleEye military targeting system. So, Meta Connect just happened. Everyone is talking about the
Technology
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’