Rare Insight, Exceptional Outcomes
Quarterly Commentary
October 2025 The OpenAI Gamble: What separates today's frontier AI models from Artificial General Intelligence (AGI), and how much money is riding on bridging that gap soon?
March 2026 The Narrow Strait: Navigating a world that is simultaneously repricing the cost of geopolitical insurance and the exponential value of American productive capacity.
August 2025 The Second Machine Age: Artificial Intelligence is the most transformative technology since the Industrial Revolution. Prepare for revolutionary change.