Published Articles (2024)
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2024
December
- 2024-12-21: Best of 2024 (Securities)
- 2024-12-21: The Best of 2024 (Riskgaming)
- 2024-12-14: Powering Up: China’s Global Quest for Electric Vehicle Dominance (Lux Capital)
- 2024-12-14: Introducing our new scenario, “Powering Up” (Riskgaming)
- 2024-12-14: Launching “Powering Up” on China EVs (Riskgaming)
- 2024-12-07: Tail Risks (Securities)
- 2024-12-06: Why does America have the most expensive elevators in the world? (Riskgaming)
November
- 2024-11-27: The Titanic Lessons of VC with Josh Wolfe (Riskgaming)
- 2024-11-23: DeepSeek, Northvolt and Bitcoin (Securities)
- 2024-11-18: Elections, global threats and happy hour with the Riskgaming team (Riskgaming)
- 2024-11-16: Pragmatic Powers (Securities)
- 2024-11-15: The future of defense manufacturing with Anduril CEO Brian Schimpf (Riskgaming)
- 2024-11-09: What’s Next? (Securities)
- 2024-11-08: The energy economics of our civilization’s digital cathedrals (Riskgaming)
- 2024-11-02: DeepFaked and DeepSixed: AI Election Security and the Future of Democracy (Lux Capital)
- 2024-11-02: Introducing our new scenario, DeepFaked and DeepSixed (Riskgaming)
- 2024-11-02: Introducing our new scenario, DeepFaked and DeepSixed (Riskgaming)
October
- 2024-10-26: Fixing American Science (Securities)
- 2024-10-25: Previewing our upcoming Riskgaming scenario, “Powering Up: China’s Global Quest for Electric Vehicle Dominance” (Riskgaming)
- 2024-10-19: The Power of Games (Securities)
- 2024-10-18: The dangers of our rapidly narrowing understanding of China (Riskgaming)
- 2024-10-12: Introducing Laurence Pevsner (Riskgaming)
- 2024-10-11: Even with China’s rise, America’s best days are ahead (Riskgaming)
- 2024-10-05: The Future of AI (Securities)
- 2024-10-01: From Satellites to Submarines: The Power of Open Source Intelligence in Global Conflict (Riskgaming)
September
- 2024-09-28: Soft and Hard Landings (Securities)
- 2024-09-27: Josh Wolfe: Our new world order is one where algorithms can wield as much influence as armies (Riskgaming)
- 2024-09-21: “Founder Mode” is really Survivor Mode (Securities)
- 2024-09-21: The how and why of the most successful supply-chain attack in history (Riskgaming)
- 2024-09-17: United States of Algorithms (City Journal)
- 2024-09-16: AI is spiking chip design costs – can it solve them too? (Riskgaming)
- 2024-09-14: The Productivity Precipice (Securities)
- 2024-09-07: A Xenotransplantation Future (Securities)
- 2024-09-06: Silicon Valley’s secret industrial spy war (Riskgaming)
August
- 2024-08-31: Lux LP Letter (Q2 of 2024) (Securities)
- 2024-08-30: How games, god(s) and chance transformed human decision-making (Riskgaming)
- 2024-08-24: The Broken Leg Problem of VC (Securities)
- 2024-08-21: Radical Uncertainty, Rapid Learning and the Success Equation for Catching Up (Riskgaming)
- 2024-08-17: Hacking Priomoridal Soups (Securities)
- 2024-08-15: Industrial literacy and the fate of American progress (Riskgaming)
- 2024-08-10: Chaos, Chaos on the Wall… (Securities)
- 2024-08-08: Why engineers are using chaos to make computers more resilient (Riskgaming)
- 2024-08-03: The looming labor crisis in chip design (Securities)
July
- 2024-07-31: How many trillions in damage would an invasion of Taiwan cost global GDP? (Riskgaming)
- 2024-07-27: Driving through China (Securities)
- 2024-07-24: Evolved Technology: Why technology is counter-intuitively pushing us back to natural products in pharma development (Riskgaming)
- 2024-07-20: The British Invasion Edition (Securities)
- 2024-07-17: Pivoting to the Expert Economy (Riskgaming)
- 2024-07-13: America’s mollycoddled industries (Securities)
- 2024-07-10: Can we be optimistic about America’s future? (Riskgaming)
- 2024-07-06: America’s 248th (Securities)
- 2024-07-03: “The commons are under attack” from TikTok and subsea cables to data centers and elections (Riskgaming)
June
- 2024-06-29: America’s reindustrialization dilemma (Securities)
- 2024-06-25: Is AI killing journalism? Pitchforks, Perplexity and reporters yelling “Boo!” (Riskgaming)
- 2024-06-22: Protecting America’s Economic Security (Securities)
- 2024-06-15: AI and the Death of Human Languages (Securities)
- 2024-06-14: Why high-throughput bio research needs better tools immediately (Riskgaming)
- 2024-06-08: The closing door to global tech riches (Securities)
- 2024-06-01: Remains of the Day (June 1, 2024) (Securities)
May
- 2024-05-31: How Applied Intuition used the Valley’s hardest lessons to upgrade automotive with autonomy (Riskgaming)
- 2024-05-18: Strait to Taiwan (Securities)
- 2024-05-17: The soon-to-be-solved protein problem that will accelerate drug discovery (Riskgaming)
- 2024-05-11: Napa Nights (Securities)
- 2024-05-04: Sacrifice and the Future of America (Securities)
- 2024-05-03: Margaret Mead and the psychedelic community that theorized AI (Riskgaming)
April
- 2024-04-27: The Great Talent Dividend and NYC’s AI Opportunity (Securities)
- 2024-04-26: The nightmare specter of designer bioweapons and the people trying to stop them (Riskgaming)
- 2024-04-20: Hampton at the Cross-Roads (Lux Capital)
- 2024-04-20: Launching Lux Capital’s boldest initiative yet (Riskgaming)
- 2024-04-16: Lux and the Art of Startup Maintenance (Riskgaming)
- 2024-04-13: Pacific Stratagems (Securities)
- 2024-04-12: The Zone of Totality with Sam Arbesman (Riskgaming)
- 2024-04-06: brAIn drAIn (Securities)
March
- 2024-03-30: Information Combustion (Securities)
- 2024-03-23: Democratizing WMD (Securities)
- 2024-03-16: Sigma Narratives (Securities)
- 2024-03-15: Biology is becoming engineering and not just science (Riskgaming)
- 2024-03-08: TikTok Tantrum (Securities)
- 2024-03-07: The three revolutions in astrobiology and the search for extraterrestrial life (Riskgaming)
February
- 2024-02-24: Pivotal Pivots (Securities)
- 2024-02-21: “I am basically a cosmic Fluke” and the chaos of science, policy, and human narratives (Riskgaming)
- 2024-02-17: Sakana, Subways, and Share Buybacks (Securities)
- 2024-02-14: How an anonymous blog during the neural network winter led to Japan’s national AI champion (Riskgaming)
- 2024-02-10: Impoverished Valuations (Securities)
- 2024-02-08: The most wasteful infrastructure megaproject that wasn’t (Riskgaming)
- 2024-02-03: TechCrunch+ Termination (Securities)
- 2024-02-02: The stove hasn’t changed in decades. It’s time to upgrade. (Riskgaming)
January
- 2024-01-27: Human Martians (Securities)
- 2024-01-24: Astronauts all lie, but the biggest lie is that we will colonize Mars (Zach Weinersmith, Part 1 of 2) (Riskgaming)
- 2024-01-24: Why a Mars settlement could never be a libertarian paradise (Zach Weinersmith, Part 2 of 2) (Riskgaming)
- 2024-01-20: DC, Japan, and Space (Securities)
- 2024-01-18: DC to Silicon Valley: Drop Dead (City Journal)
- 2024-01-17: How Impulse Space’s Helios will democratize access to Earth’s farthest orbits (Riskgaming)
- 2024-01-16: Why Tokyo’s Sakana AI is pioneering a new vanguard of national AI foundation models (Riskgaming)
- 2024-01-13: MLK Jr. Memorial (Securities)
- 2024-01-06: Hochul Hokum (Securities)