The Orchestra Thesis
2026-03-15
Perplexity Computer bets that the future of AI is not one model to rule them all, but an orchestration layer that routes work to 19 specialized models. Here's why that thesis is more compelling than the skeptics think.
The New American Playbook
2026-02-24
American special forces captured Maduro. Oil companies are circling 303 billion barrels of reserves. And the next chapter, likely involving Iran, could reshape global energy markets entirely.
The Space Lobster Problem
2026-02-12
OpenClaw, an open-source AI agent, went from zero to 200,000 GitHub stars in two weeks, surpassing Linux and Kubernetes. It is also a massive security liability. Here is what it means, why it matters, and why I think a major AI company is about to make a move on it.
Don't Touch the Fed
2026-01-30
Trump just nominated Kevin Warsh to lead the Fed. Here's why the independence of the central bank matters more than ever, and what history says happens when politicians take the wheel.