Blog
Essays on markets, technology, and what comes next.
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July 4, 2026
A 250th-birthday essay: the identity, laws, and values that bind the nation — and the civic duty of upholding them as we enter the age of superintelligence.
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Written December 2023 · published June 2026, unrevised
A market thesis written in one sitting: talent, money, and time are no longer the moat. AI-native startups, the redistribution of enterprise value, the third wave coffee effect, and why the IMF's 40% is really a 140%.