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Decision briefs for leaders turning AI, technology, and market shifts into concrete management moves.

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The $2tn Moral Machine

Anthropic put philosophy at the centre of its product. Now that philosophy is turning back on its creators.

Intelligence Is Abundant. Context Is Scarce.

StudioAlpha Quarterly Investor Letter Q2’26

The State-Dependency Trap

Capitalism Part 2: Democracies do not need to abolish capitalism to weaken it. They only need to make more people dependent on the state than on productive markets.

The Bold Bet That AI Can Become the Investment Firm

Bill Sun is building a financial world model designed to decide, allocate capital and improve as markets change.

China’s Next Move in AI

A frontier model, a 29-country organisation and an unusually clear speech from Xi Jinping landed within 24 hours. They belong together.

What Capitalism Actually Freed

Capitalism Part 1: Before capitalism, most people did not lack ambition. They lacked rights, exit and economic power.

Innovation Is Conversion

Why invention, risk, adoption, and renewal decide which companies — and nations — keep winning.

More Rich People. New Money Rules.

Private wealth is growing and changing hands. The next generation will allocate it differently. Founders and investors who understand the flow early will have the edge.

🇺🇸 250 Years of America’s Purpose Machine

A leadership case on why purpose only matters when it becomes capacity, rules, capital allocation, and trade-offs.

New York Runs Hot

A month in the city where fashion, AI, rent and socialism collided.