Substack
Pressure had flowed toward India: jets, currency, sea lanes, cloud. Now Delhi discovers it holds a switch of its own, in the one system the West cannot easily replace: the medicines on its own shelves
On scaling laws, cognitive decay, model collapse, and our assessment about AI and its relationship with human critical thinking.
Why the Next Generation Is Right to Choose Capital Over Commerce
A macro framework for navigating a world in transition where the outcome of one chokepoint determines the fate of every asset class.
The impact of the Iran war is now surfacing globally, with key macro indicators starting to reflect the stress
