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
AI Won’t Give You Purpose. It Will Force You to Find It.
We are entering the age of "Cognitive Surplus." You can spend it on dopamine, or you can spend it on the questions you were too busy to ask. Inspiration: The “hole within” described in The Anxious Generation, and realizing that for the first time in history, the machine
Meta
Meta’s $100B Opportunity: Why It Must Kill Salesforce
They own the conversation. Now they need to own the transaction. WhatsApp isn't just a chat app; it's the operating system of global business. Inspiration: Watching a $50k deal close entirely on WhatsApp, then imagining the sales rep manually type the data into Salesforce like it’
Geopolitics & Defence
The Death of Shadows: How Palantir, Anduril, and BlackSky Killed the Element of Surprise
We are building a "Kill Web" that compresses the decision loop from days to seconds. You can’t fight an enemy that sees everything, knows everything, and never sleeps. Inspiration: Realizing that Palantir didn’t just invest in BlackSky for returns; they invested to build the backend of
Artificial Intelligence
Understanding (and Perhaps Fixing) Climate Change with AI: Google WeatherNext 2
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
Ad Personalization Will Improve: Born In The Internet Era
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
Throwing Money at a Problem vs. Innovating: Why Saudi Arabia Refuses to Follow the U.S. Model
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
Artificial Intelligence
AI Will Change Recruiting (But Not How You Think)
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
Anduril
Anduril & Palantir: The Duo That Will Establish US Dominance
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 AI Race: The Best Bait for Attracting Capital
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
First BFCM with GenAI: Ad Creative Strategy in 2025
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
Economy & Markets
TSMC: To Move or Not to Move
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