I have written before about my conviction that most people will eventually lose their jobs. White collar work gets automated first, then physical work as robotics catches up. It will probably take longer than I expect, because organizations are slow and politics is messy. But I have no doubt about the direction, it is inevitable. [ ] The post Who Pays for a World Without Jobs? first appeared on…
I am at the tail end of a transpacific flight, crossing 14 time zones in about 13 hours after two shorter flights earlier in the day, and strangely enough, I feel fantastic. Despite trying to travel less, I still take on average 1-2 flights every week, often with time zone changes. Not as much as [ ] The post Does Life Get Better After 50? first appeared on Vancouvered Weblog .
I posted a thread on X about a month ago laying out why I think the market has World (formerly Worldcoin) wrong. At the time WLD was trading around $0.25, down from nearly $10 at its 2024 peak. It s up roughly 32% since then, but that barely registers against the size of the opportunity I [ ] The post What Investors Are Missing About World/Worldcoin ($WLD) first appeared on Vancouvered Weblog .
I had a long conversation this weekend about what AI-driven deflation actually does to a portfolio. We kept coming back to the same uncomfortable question: if AI and robotics really compress prices the way we think they will, does the old fiat-era playbook still make sense? In my March post on the AI abundance economy [ ] The post Deflation and Why “Cash Is Trash” Might Be Over first appeared on…
In my last post of 2025 I wrote about my plans for the new year and said I would go all-in on AI. That’s what I did, and last week I shared that Sean and I had started biotech company Helixion Therapeutics and built a model to rapidly generate personalized cancer vaccines. If you had [ ] The post The Great AI Science Acceleration first appeared on Vancouvered Weblog .
I ve been thinking about longevity since at least 2017. Back then I wrote about it as an investor thesis, the idea that extending human healthspan would become one of the defining technological challenges of our generation. It was somewhat abstract at the time, interesting to think about over dinner and easy to file under future [ ] The post Starting a Personalised Cancer Vaccine Company first…
This week I did an X Spaces (audio podcast on X) conversation with my friend @innerdevcrypto. We live in different parts of the world so we don t often meet face to face, but it s always good to catch up with him and talk about life, the state of the world, AI, Robotics, and crypto. During [ ] The post X Spaces with @innerdevcrypto first appeared on Vancouvered Weblog .
I’ve noticed something about the AI conversation: it’s still mostly framed as a stock-picking game. Which companies win, which ones lose, and how much upside is left in the winners. That’s the fun part, and it’s the part investors like to talk about, but I think it skips the more uncomfortable question, the one that [ ] The post AI Abundance Might Break the Stock Market Model first appeared on…
There’s a lot of talk right now about programmers losing their jobs because AI can code. But that’s the wrong framing, this is much bigger than that, coding is just the most visible part. If I look back at my last corporate job, at Mercedes-Benz regional headquarters in Beijing (2000–2002), I realize almost all of [ ] The post My last corporate job can be done by AI now first appeared on…
Last weekend I was in Stuttgart (Germany) for the first time in more than twenty years, after having lived there from 1996-2000. It was just a very short trip that was cut even shorter because of the snowy winter weather in most of Northern Europe. I left Daimler in 2002 to study Chinese and to [ ] The post Stuttgart, Mercedes, and the Blind Spot first appeared on Vancouvered Weblog .