The future

1. First, we must accept that there is no absolute truth in social sciences like economics. We believe the opposite of misinformation is not truth, but rather state-controlled information - where narratives are crafted to align with authority, rather than being inherently true or false. One person’s martyr is another’s terrorist; one person's

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This may be the first time we see a shift in public perspective where automated accounts and bots are not seen as bad actors on social media, but community leaders and influencers.

The markets we participate in are intensely gardened. The people doing the gardening have names. It is a set of choices that people with names and addresses and human souls in the process of making. The Citrini piece is written as if the gardeners do not exist — as if the spiral arrives, as if unemployment happens, as if the daisy chain unravels... See more

The fear of mass job displacement is real, but it rests on a flawed premise — that what we currently sit atop are radical, infallible systems of pure market competition. Capitalism has never actually been this. Global markets are, at most, a few hundred people coordinating with each other to make difficult trade-offs, organizing trillions in... See more

Then came the mobile revolution. With the release of the iPhone in 2007, the internet became ubiquitous, accessible anytime, anywhere. This gave birth to a whole new wave of mobile applications, social sharing platforms, and real-time services, like Instagram (2010) and Snapchat (2011). The web had evolved from a desktop experience to a... See more

In that respect the Cold War teaches the same lesson as World War II and, for that matter, most wars in recent history. Don't let a ruling class of warriors and politicians squash the entrepreneurs. The same recipe that makes individuals rich makes countries powerful. Let the nerds keep their lunch money, and you rule the world.

The Ideological Investor does not abandon analysis but reorients it. Instead of treating geopolitics, technology, or culture as “externalities” to be hedged, they treat them as the primary drivers of value. This means integrating geopolitical intelligence into risk analysis, and treating AI not merely as an industry to bet on but as a structural... See more

I'm writing about gardens today because I work in technology, and technology is almost exclusively in the business of building new Versailles.

The pattern is so consistent it is almost impossible to see until you write it all out. A new system arrives. It surveys the landscape of whatever came before — the existing tools, the inherited... See more