Categories

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AI’s impact won’t be announced by a gradual S-curve. Using five indisputable priors, we arrive at five near-certain realities staring at us

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Machines will not just change what we produce or consume. They will change what we argue about. Permanently.

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In Silicon Divorce, the balance is shifting from Brawn to Brain even within hardware

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Robotics is booming, but most parts won’t shine. Real moats will be rare. Knowing where they form is now critical.

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After our Sins essay, the predicted counter. It may be less compulsively readable, but its perspective is more necessary for its rarity

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An unvarnished look at AI's perils, balanced by a bonus section with a playful, Joycean coda for the literary modernist.

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A retro piece at the paradox powering this boom: immense nominal growth, including in spaces where real volumes falter

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GenAI has massive utility, and with huge profits being accrued by many in the chain. And those missing out do not have the option of quitting

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Sharpe teaches us to tame the chop, not trace the current. In boom times, we pray the wavelets don’t blind us to the approaching wall.

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Unpacking the unique blueprint behind our portfolio’s minimal overlap with any global benchmarks, innovation funds, or ETFs