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News Letter
The Intelligence Grid

Microsoft built the enterprise routing layer. Apple is building the consumer one. The intelligence grid isn't a thesis anymore it's infrastructure.

News Letter
Everyone’s arguing about who builds the best AI model. That’s the wrong race. The winner of the AI era will be whoever builds the best router.
News Letter
Jensen Huang Just Told Every Company What to Build. Most Aren’t Listening.
Article
Stop Boarding Up the Windows. The Tsunami Is Coming.
Article
AI and Jobs: What Three Decades of Building Tech Taught Me About What’s Coming
Article
The Species That Wasn’t Ready 

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