Economy & Markets
Vietnam: The Booming Economy of the Next Century
In 1975, Vietnam was one of the poorest nations on earth. Today, it is the new factory of the world. Here is how they used free trade and math scores to beat their neighbors.
Affinity
Affinity: Final Nail on the Adobe Coffin
Canva just made professional design free. Adobe is buying SEO tools to survive. The king is dead. Inspiration: The growth of Figma in the recent years. How easy it was to transition from Photoshop to Affinity. The acquisition of SEMRush. For decades, Adobe wasn’t just a software company. It
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 disguised
Economy & Markets
Steam Machine: Windows is in Trouble
The OS war isn't over; it just changed battlefields. Valve is doing what Microsoft refused to do: building a console that is actually a PC. Inspiration: The realization that my “gaming PC” is just a glorified console that forces me to deal with Windows updates. We thought it
Prediction Markets
Prediction Markets: Retail Investors Will Switch to Gambling
The stock market is boring. The new casino is pricing "Truth," and it's about to eat the world. Inspiration: Watching the Polymarket chart during the election and realizing it was more accurate (and addictive) than CNN. While everyone was busy watching Nvidia stock charts, a quiet
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
Leadership
Sarah (Sally) C. M. Paine: The Historian That is About to Get Internet Popular
She doesn't have a Twitter account. She doesn't have a podcast. But she is about to become the most important voice on your feed. Inspiration: My track record of spotting figures like Prof G, Alex Hormozi, and Palmer Luckey before they hit the mainstream. I have
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
Google: Rebranding is Inevitable
"Googling" is dying. To survive the Agentic Age, the world's biggest search engine needs to stop being a search engine. Inspiration: The confusion of explaining “Gemini for Workspace” to my mom, and the sheer brilliance of Mark Zuckerberg’s “Meta” pivot. Remember when Facebook became Meta?
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
Ecommerce
Shopify: The Inevitable Journey to the S&P 500
Shopify: The Inevitable Journey to the S&P 500 Inspiration: The tensions that began to develop between CRA and Shopify. While none of this is financial advice, my prior bets on Uber and Palantir showed the power of index inclusion. So, we are going to talk about how Shopify’
Economy & Markets
Main Beneficiaries of the GLP-1 Innovations? Insurance Companies.
Ozempic This. Ozempic That. Inspiration: The Economics of Insurance, Marginal Revolution Podcast. By the time I am writing this (October 2025), I am going to assume you were not living under the rock and heard about new drugs like Ozempic at least once. Maybe it was on the news. Maybe