Macro

There’s a lot of noise right now about $15B funds and $5B rounds. For most founders, that’s a distraction.

Psychologists distinguish between two types of smarts: Fluid Intelligence and Crystallized Intelligence.

When you build here, you aren’t just plugging into a “tech scene” – you are plugging into the actual machinery of the world.

The reason AI progress is uneven.

Artistic careers may be more challenging to forge, but making art as a way of seeing, understanding, and social signaling has a bright future ahead.

My outlook for 2026.