The Ten Year Horizonhttps://www.amazon.com/Ten-Year-Horizon-Volatile-Harmless/dp/B0F22QYTWL?ref_=ast_author_dpMar 23Mar 23
China, the US, and the “Trap”The “Thucydides Trap” occurs when a rising nation-state — for the Greek historian Thucydides, it was Athens — must eventually have a…Feb 22Feb 22
Research, Discovery, and America’s Competitive AdvantageAmerica’s competitive advantage is its leadership in scientific research, discovery and its application to technology and life sciences…Feb 10Feb 10
Rationality and ExuberancePredicting what’s next has been a fool’s game, and it continues to be. The S&P 500 was up 26% in 2023 and 25% in 2024, for the best…Jan 8Jan 8
AGI Is Not Coming SoonThis podcast discusses my article on the current state of artificial intelligence, focusing on the limitations of large language models and…Oct 18, 2024Oct 18, 2024