A weekly read on AI, Tesla, and the companies shaping what comes next. No hype, just clear thinking.
Energy: The Overlooked Force Powering the AI Explosion
AI energy demand is quietly reshaping the whole game. I think cheap, abundant power decides the winners over the next decade - not the models, not the chips.
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The Barbell Economy Is Already Here: AI's Brutal Squeeze on the Middle Class
AI isn't flattening the world. It's bending it into a barbell - massive gains at both ends, and the middle gets crushed. I think we have a narrow window to reposition.
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The AI Awakening: When Machines Evolve Minds and Societies Fracture
AI agents are about to run tasks on their own, and white-collar work takes the first hit. I lay out the job displacement wave, the wealth gap it opens, and whether UBI actually bridges it.
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AI Tokens: The Invisible Currency Reshaping Every Industry
AI token costs dropped 280 times in under two years - and spending exploded anyway. I break down the invisible unit deciding who wins the next AI cycle.
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Iran’s Regime Falls: How One Historic Shift Could Flood the World With Cheap Energy and Accelerate the AI Boom
Iran's regime falls, oil and gas open up, and it lands exactly when AI is starving for power. I think this cheap energy AI boom is one of the first big dominoes.
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Revolutionizing Global Connectivity: SpaceX's Leap into Direct-to-Phone Satellite Tech
SpaceX is connecting ordinary phones straight to satellites, no special hardware. I dig into what Starlink direct to phone actually does today, and where 150 Mbps from orbit takes it by 2027.
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AI Layoffs Are Just Revving Up
A fintech just cut 4,000 people and named AI as the reason. I think this is the opening move, not the whole game - here's how the AI layoffs wave actually plays out.
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Tesla's Cybercab: The Bet That Could Upend Global Transportation
If autonomous EVs really push the cost per mile down to 20 cents, we don't just get cheaper rides. We get a market that grows 5-10x and takes whole industries down with it.
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Tesla’s 2025 Production Tsunami Is Here: Cybercab, Optimus, and Sleep-in-the-Car Autonomy Arrive
Cybercab scaling in April, Optimus starting on real chores, FSD good enough to sleep through the drive. I think Tesla's 2025 production ramp is the year legacy autos stop mattering.
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2026: The Year AI Ignites Human Potential
AI keeps getting better at everything, and I think that's exactly why human work gets more valuable, not less. Here's my case for AI human potential in 2026.
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Elon Musk's Bombshell: Mass and Energy as the New Global Currency
AI and labor are racing toward free, and I think that leaves energy as the thing everything else gets priced against. My case for energy as currency, and what it does to the dollar.
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Optimus: The Robot Revolution Targeting $40 Trillion in Human Labor
The humanoid robot labor market is a $40 trillion target, and the economics already favor machines over wages. I walk through what makes this real and what could still break it.
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