Predict when emerging technologies become economically viable using production learning rates.

Why SpaceX Wants To Put AI Data Centers In Orbit — Milk Road AI · Milk Road AI

When inputs are abundant, recyclable, and substitutable, control collapses — strategy shifts from holding scarcity to building capability.

The Best Thing That Could Happen to the Energy Industry · Matt Tilleard

Technologies only flip incumbent markets once they cross the better threshold on price and performance.

4 Hard Truths About Capitalism and Climate · Steve Howard

Real great-power competition is won upstream — in minerals, tech, and standards, not missiles

The Global Politics Expert: The Real Global Danger is What Comes Next! · Ian Bremmer

Boil things down to fundamental truths, then reason up from there

Elon Musk USC Commencement Speech · Elon Musk

Innovate by finding new uses for old, well-understood technology

Range · David Epstein

Accelerating EV

Elon Musk Tesla, SpaceX, and the Quest for a Fantastic · Ashlee Vance