The smartphone is not going away.
But every dominant interface eventually faces the same question:
What comes next?
My new Sunday Tech Briefing looks at AI, agents, and the possibility that the next device may not be defined by the screen — but by the moment human intent becomes machine execution.
The Next Device:
https://t.co/fKzySTuYdV
The Great Space Exploration Age — Part 2 is live.
Space is not just a frontier anymore. It is becoming infrastructure — launch cadence, defense, communications, manufacturing, semiconductors, and geopolitics.
The next great space company may not look like a space company at all. https://t.co/Cy8v5h4VJO
AI isn’t the opportunity.
It’s the pressure.
Copper is where that pressure is showing up first.
This isn’t a cycle.
It’s a system constraint.
https://t.co/Lw4SLlfTPj
AI isn’t the opportunity. It’s the pressure.
+44.40% vs. +28% S&P
Returns are clustering in the same constrained layers:
energy, materials, infrastructure.
The system is working.
Founders Portfolio Update ��� The System in Action
https://t.co/syDWKEBLeX
The global economy was built for efficiency.
It’s now being forced to adapt to resilience.
Energy, infrastructure, and geopolitics are converging into one system.
New piece: THE GEOGRAPHY OF TRUST IS CHANGING https://t.co/9v1rhaljja
The global economy was built for efficiency.
It’s now being forced to adapt to resilience.
Energy, infrastructure, and geopolitics are converging into one system.
New piece: 👇
THE GEOGRAPHY OF TRUST IS CHANGING https://t.co/9v1rhaljja
Wrote an article about Kevin O’Leary constantly appearing in my feed discussing AI infrastructure…
LinkedIn responded by placing Kevin O’Leary directly beneath the article.
The algorithm has a sense of humor. 😂 AI Is Pulling the Virtual World Back Into Physical Reality https://t.co/a9523BWdbV
The space economy isn’t constrained by launch anymore.
It’s constrained by materials.
Not peak stress—
repeated stress.
That’s where systems fail.
And where value concentrates.
The Space Economy’s Real Constraint Isn’t Launch—It’s Materials
https://t.co/chHoU6ymMX
There’s a growing gap between how quickly disruption shows up and how slowly real capacity adjusts.
That gap isn’t getting much attention yet—but it’s where systems start to tighten.
Wrote a piece on it here👇
The Illusion of Independence https://t.co/Tw2JL3iREm
Something just broke in the metals market.
China is cutting off sulfuric acid exports.
Chile needs it to produce copper.
Now aluminum is being called a “black swan” supply shock.
This isn’t about shortages in the ground.
It’s about the system that turns materials into usable supply.
That system is tightening.
And when that happens—
Prices don��t drift.
They jump.
https://t.co/nmAu4F7ltc
Everyone’s focused on supply.
The real bottleneck is somewhere else entirely.
From Inputs to Infrastructure: Where the System Actually Breaks
https://t.co/9BXBGJQnSA
Growth is holding.
Hiring isn’t.
That used to be impossible.
Now it may define the cycle—and change how the Fed reacts next.
Most people are still thinking about rates the old way.
👉 [link]
https://t.co/VZclzDhJDv