Things I’m thinking about. Patterns in markets, technology, and the world. The Diminishing Returns of Intelligence July 4, 2026 Compute's Next Geography June 24, 2026 The Internet Wasn't Built for AI June 15, 2026 How COTS Changed the Space Economy June 8, 2026 Robots Are Winning Marathons May 27, 2026 Billion Dollar Breakups May 25, 2026
