Trump, Mamdani, and Cluely

posting became policy

What we’re seeing isn’t just a media trend. It’s a shift in the architecture of power. Attention → Speculation → Allocation. This is the new supply chain.

Robert Shiller coined narrative economics, arguing that stories drive economic behavior. I think we are in a new iteration of all of this where the stories aren't just influencing economic activity, they are the economic activity. Attention is a precursor to wealth (in many ways) and speculation drives it.

We're now living in a system where attention dynamics are the operating system for resource allocation, political decisions, and identity formation.

Mamdani proved attention is the path to institutional override. Just like Trump, but from the other side.

And in politics, this type of speculation has become the closest thing to agency for people who feel like they are no longer served by the economy. People speculate on ideas, personalities, etc. Why wouldn’t they? But when this happens, you end up with a system optimized for speed and virality rather than stability or accuracy.

Trump yet again inverted system architecture - flipping how information and decision-making traditionally flow.

sheer narrative discipline and command of the digital.