Britain's Strategic Limbo
The UK is the country with no bloc. At Davos, Britain refused to join Trump's Board of Peace , citing commitment to international law and rejection…
The Rise of Middle Power Realism
At Davos 2026, Canadian Prime Minister Mark Carney delivered a speech that received something rare at these gatherings: a standing ovation. Carney…
Big in Japan
Japan holds roughly $5 trillion in foreign assets . The US alone accounts for ¥342 trillion in bonds and equities. Japanese 30-year yields sat below…
Stay off the meth, and you'll do very well
Alex Karp (Palantir CEO), advice to young people Find the thing you’re uniquely good at, and then organize your entire life around being able to do…
Repo might be even bigger than we thought
Finance is anthropological That's Zoltan Pozsar , the Hungarian-American economist who mapped the plumbing of modern money before most people knew…
If everyone is busy making everything, how can anyone perfect anything?
It’s been 12 years since Apple premiered this WWDC 2013 intro, and today it feels more relevant than ever. If everyone is busy making everything, how…
Most enterprise AI strategy is backwards
That’s the claim made by LinkedIn co-founder Reid Hoffman. It’s a bold assertion, so I set out to investigate whether the data supports it. The…
If you want to understand any society, look at what it creates
I've been thinking about this line from a video essay about Victorian London . Sheehan Quirke stands on the Thames embankment, pointing at two…
Don't lie
I have two rules. Don't lie. Be kind. In that order. The first rule gets me into awkward situations. A colleague asks if I like their idea. I don't.…
Execution eats strategy for breakfast
For two decades, the Silicon Valley imperative was: ideas are worthless, execution is everything. Vision was never scarce. The differentiating factor…
Does AI mean the demand on labor goes up?
Joe Weisenthal from Bloomberg, this week: All my shower thoughts now are about designing efficient workflows for synthesizing, collecting, labeling…
Everything is amazing right now and nobody's happy
Louis C.K., October 2008, Late Night with Conan O'Brien: " Everything is amazing right now and nobody's happy ." He was talking about rotary phones…
Real Foresight Sometimes Looks Wrong
Dan Luu wrote a piece in 2024 about Steve Ballmer being underrated . The bets that made Nadella look like a genius—Azure, Office 365, the enterprise…
New Year’s Resolutions
January is the month of collective delusion. 350,000 people bookmarked Dan Koe's writeup on how to fix your entire life in 1 day . Bookmarked it. To…
Nonstop
Why do you write like you're running out of time? Write day and night like you're running out of time? Apologies for the Hamilton reference or as Tom…