Tom White

Eighty-five million packages arrived damaged in the U.S. in 2024, up 30% from the prior year, costing businesses $4 billion.

Pharma companies spend billions developing a molecule, then enjoy 20 years of patent protection to recoup R&D costs before generics flood the market. AI follows the same pattern - massive R&D costs upfront, then commoditization. But the timeline is compressed.

In pharma, the generic window opens after two decades. In AI, it opens in weeks. DeepSeek... See more

The sidelines are safe, but sterile. Nothing grows there.

All our reports on ourselves are unbelievable, even in worldly matters (no one really hears his own voice as others do, or sees his own face). Much more in spiritual matters. God sees us, and we don’t see ourselves. And by trying too hard to do so, we only get the fidgets and become either too complacent or too much the other way.

The stomach-clench of anxiety isn’t anything like that. Rather, it emerges from the feeling that reality poses a fundamental threat to your security, so that hypervigilance and constant effort will be required to forestall annihilation. It implies that it’ll be very difficult indeed to make it to safety (with the corollary that if you fail, it’ll... See more