Artificial Intelligence
Google Genie 3 & VR: The Holodeck is Finally Real
We have lived in the era of "Flat" content. With Genie 3, we are entering the era of "Spatial" content. It isn't just about watching a world; it's about inhabiting it.
Artificial Intelligence
We have lived in the era of "Flat" content. With Genie 3, we are entering the era of "Spatial" content. It isn't just about watching a world; it's about inhabiting it.
Leadership
Most analysts look at the news. Sarah Paine looks at the map. She explains why Russia is already a vassal state, why China is trapped, and why the West wins only if it remembers what made it rich.
Geopolitics & Defence
The removal of high-ranking military officials like Gen. Zhang Youxia signals a significant shift in Beijing. It prioritizes internal alignment over continuity, creating a period of uncertainty.
Geopolitics & Defence
The "Official Narrative" waits for the missile to land. The "Analyst Narrative" watches the fuel truck leave the depot. Inspiration: Watching a YouTuber analyze fuel logistics on Google Earth and predicting an invasion three weeks before the “Breaking News” banner appeared on TV. Mainstream news is
Geopolitics & Defence
We are building a "Kill Web" that compresses the decision loop from days to seconds. You can’t fight an enemy that sees everything, knows everything, and never sleeps. Inspiration: Realizing that Palantir didn’t just invest in BlackSky for returns; they invested to build the backend of
Economy & Markets
I used to read balance sheets. Now, I read the guest lists of private dinners. Inspiration: A throwaway line on the Prof G Podcast about “following the capital, not the earnings,” and realizing that valuations are just feelings with math. Disclaimer: None of this is financial advice. I am a
Geopolitics & Defence
In 2003, we thought it was just a game. In 2025, it looks like a documentary. Inspiration: Watching a news clip about drone swarms and realizing I played this exact scenario 20 years ago as the USA faction. Command & Conquer: Generals was released in 2003. Unlike its predecessors (Red
Economy & Markets
We talk about climate change, AI safety, and pandemics. But we ignore the only risk that can end civilization in 30 minutes. Inspiration: Reading H.R. McMaster’s At War with Ourselves and realizing that “Strategic Ambiguity” is just a fancy word for gambling. We have a blind spot. We
Anduril
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
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