Archive

Warsh’s opinions aren’t background noise. Annoying as that may be, we actually have to listen. And inconveniently, they’re saying something useful.

Somehow, crypto feels overlooked and overcooked at the same time. Here’s why.

“If you think this move is over,” the AI said this morning, “you’re going to hate what comes next.”

The first phase of AI was brute force: More data. Bigger models. More compute. The next phase will change everything.

No one got rich on Napster—but plenty got rich because of it. The same pattern is playing out in AI.

Greenland stands out because it lives permanently at that edge. But the edge is expanding. We’re all Greenland now.

This technology is going to change everything and it’s the first time I’m actually nervous.

The opportunities ahead belong to those who understand where the curve is bending.

I love Scott. I’m sad he’s gone. I learned a lot from him, and I want to share a little of that with you.

Open source unlocked creation. Bitcoin unlocked monetary truth. Bittensor unlocks something brand new.

History is full of technologies that looked terrifying until they quietly made life better. Is this one of them?

Analysts focus on what Maduro did. The real signal was what Venezuelans did first.

The U.S. isn’t defending dollar dominance the old way anymore. It’s letting the swarm do the distribution while it controls the hatch. That’s strangely bullish for crypto.

Space is now available for humans to use and create. This means the world is going to change. It's going to change every single day. Here’s how to invest.

For years, Venezuela used Bitcoin to evade sanctions. When you're cut off from the global financial system, you find alternatives.

Different booths. Different demos. Same vibe. Just call it The Nvidia Show.

When intelligence leaves the screen, the connective tissue starts to matter as much as the brain.

No one wants their grandchildren growing up inside a single, approved version of reality. Here’s the solution.

Here’s how to think about Venezuela the way a hedge fund would (and is).

We’ll return to this later to see whether this portfolio was prescient, premature, or best recalled with a stiff drink in hand.

It doesn’t look tidy. It’s not very photogenic. But it’s a good way to think about a world under stress.

I’m not implying tokens can cause spiritual awakenings. What I am saying: the thing that broke our systems—incentives—can also repair them.