TRAJECTORY POOLS Making Civilizational Resilience Investable What kind of world do you want to live in? How do we make that world possible? How do we fund not one answer, but many? Trajectory Pools represent a new category of financial instrument – a meaning-indexed, narrative-forward capital structure… Keep reading
Ray Kurzweil’s 2029 prediction of AGI, and the subsequent longevity escape velocity, followed by ‘the singularity’ – the merger of humans and AI – is less a forecast and more a secular rapture myth. It’s not built from testable engineering constraints, it’s built from trend extrapolation plus a deep yearning… Keep reading
[CONTEXT] Derek Thompson’s “Monks in the Casino” and Kyla Scanlon’s “Everyone Is Gambling and No One Is Happy” both describe a generation living in a casino economy. Young men, mostly, trading and betting and endlessly scrolling through games, markets, feeds, and porn. A private, frictionless lifestyle. What’s underneath is not… Keep reading
[CONTEXT] The Anti-Social Century described by Derek Thompson, has a business/economic case posited by Alex Mayyasi in recent interviews. Simply put, businesses that keep people alone and isolated from one another are easier to scale, than businesses that bring people together. Netflix beats theaters, Doordash beats restaurants and AI companions… Keep reading
[CONTEXT] Ezra Klein wrote an essay in the New York Times last week titled I Saw Something New in San Francisco. It was about AI and how it’s changing the way people think. He’s worried! He describes people uploading their journals into AI systems, writing for the model, how it… Keep reading
Marc Andreessen told the world, back in the Dark Ages, that software is eating the world. And it did. It ate all the ‘doing’: the production, distribution, optimization, logistics, etc. Now AI is commoditizing software, generating and replicating everything. Scarcity, exemplified in business by the mindset of Zero to One… Keep reading
Cognitive Sovereignty and the Architecture of Thought: The historical precedent of a “military necessity to corporate adoption to consumer normalization” product pipeline (computing, GPS, internet) has a new, world-changing use case. Cognitive operating systems, driven by military demands for rapid and simplified decision-making and war-fighting, are now… Keep reading
For most of human history, meaning was embedded in the transmission of essential information through lived experience and cultural practice – rituals that preserved survival knowledge, stories that encoded cultural values, practices that bound communities together. Information and meaning were inseparable, each amplifying the other in a… Keep reading
In the summer of 1925, Werner Heisenberg escaped to a windswept rock in the North Sea called Helgoland. He went in search of relief from hay fever, but in that austere setting he also found something else: a way to break from the centuries-old language of classical physics. The math… Keep reading
Power used to have a face – someone to praise, blame, or behead. LBJ on the Senate floor, the CEO on the earnings call, the cop at your car door. Napoleon, Machiavelli, Henry Ford – power was personified. But A.I., in all its manifestations – faceless, headless, ambient – is… Keep reading