Archive

Software is retching the world back into view. And the wise investor is holding its hair back to get a better look.

When the culture writes you as the villain, own the box office.

This may be the most important use of artificial intelligence so far.

The smart question isn’t “What’s growing?” It’s “What can’t grow without a breakthrough?”

Are you building something that survives your worst day? Here’s how you know.

Space once meant launches and applause. Now it means contracts and committees. And investors are taking notice.

The safest position in a technological shift is not resisting it. It’s operating it.

We avoid the topic, even though it drives half our decisions. That’s why I interviewed a sex professor.

On the surface, it’s basically Venmo inside X. On the surface.

JARVIS caused the SaaS crash. But here’s the part that nobody’s talking about.

You can believe in the trend and respect the fragility. Here’s the fragility.

The hyperscaler trade was Phase One. Phase Two builds the “should’ve listened” yachts.

Collecting everything used to win by default. Now using less, better, wins.

The risk of rejecting decay-as-destiny is limited, while the upside remains tremendous.

The job is cracking. Let’s follow the money.

Maybe Moore’s Law isn’t dead after all. Maybe it just stopped being obvious. And maybe that’s about to change.

Avoid leverage, average patiently, and own assets that work.

The question isn’t whether things are moving. It’s whether your portfolio is cleared for departure.

Give it up for Palantir.

Trump. Musk. Nvidia. These three centers of gravity are pulling toward the same point—and Paradigm is going ALL IN before the rest of the world notices.