Oct 13, 2026
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7 min read
Spreading money across countries and style boxes isn't diversification. It's diworsification. Own the world's best businesses, and make sure they don't run on the same engine.
Oct 12, 2026
9 min read
Bank of America's model has AI networking growing more than 11-fold by 2030. Read the whole table and the money is moving inside the network.
Oct 11, 2026
1 min read
Weekly, not quarterly.
Oct 10, 2026
Here's how we're thinking about sequencing both.
Oct 9, 2026
Same bottleneck. New way to own it.
11 min read
The next great AI shortage may not be chips, memory, or electricity. It may be something much more familiar: money.
