This is my format for fast, high-signal thinking: each post is five paragraphs that respect the reader’s time while still leaving room to pause and reflect. The goal is a guided journey from premise to insight, designed to sharpen both the reader’s thinking and mine.
Shorts
AI Has a Context Problem
Like every major technological development that becomes an industry and starts reshaping humanity, Artificial Intelligence has attracted extraordinary optimism and capital. Hundreds of billions of dollars now flow each year into models, chips, data centers and companies built around them. As bubbles often do, AI really took off when it stopped being only a…
The Collapse of Modern Discussion
Discussion is one of the main ways people understand complex situations. Each of us understands only a small part of reality, and discussion allows us to help one another see more clearly, complete the picture for one another, and become wiser together. As part of this process, we collect data and information and develop…
Wokeism and Fundamentalism: A Dangerous Circle of Absolutes
After another assassination attempt against the U.S. president, it is worth looking beyond the individual event and asking what kind of society produces this level of hatred and fragmentation. Across the U.S. and Western Europe, long-term forces are converging into real political and cultural rupture: the decline of Christianity, the rise of liberal individualism,…
AI Investing: A Race Against Expectations
The “AI bubble” narrative now dominates headlines. But in markets, a bubble is not just high prices. It is a unique behavioral regime where fear of missing out overrides rational thinking. George Soros described this dynamic within his theory of reflexivity, in his 1987 book The Alchemy of Finance. In this state, rising prices…