# discovery age (blogs) — RSS Amplifier

Recent posts from the 1 feeds in the RSS Amplifier directory that cover discovery age.

Page: <https://rssamplifier.com/topics/discovery-age/blogs>  
Feed: <https://rssamplifier.com/topics/discovery-age/blogs.md>

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## [The Curve Is Lying to You](https://macrowise.substack.com/p/the-curve-is-lying-to-you)

_2026-08-16 · Guillermo Valencia · Macrowise Newsletter_

Silicon Valley is betting trillions on a date that will never arrive. Twenty watts of wet tissue explains why.

## [From Zombie to Rockstar: What GE’s Resurrection Tells Us About Intel.](https://macrowise.substack.com/p/from-zombie-to-rockstar-what-ges)

_2026-08-08 · Guillermo Valencia · Macrowise Newsletter_

The most important turnaround of the decade is not a corporate story. It is a sovereignty story.

## [Compute Is Priced. Connection Isn’t.](https://macrowise.substack.com/p/compute-is-priced-connection-isnt)

_2026-08-02 · Guillermo Valencia · Macrowise Newsletter_

Calculus was the language that built the machine age. Complex systems is the language of the discovery age — and right now it says the AI trade is concentrated in the wrong layer.

## [The Discovery Age Has Started](https://macrowise.substack.com/p/the-discovery-age-has-started)

_2026-07-26 · Guillermo Valencia · Macrowise Newsletter_

Three results in four months, and a bill nobody wants to pay.

## [The DeepSeek Moment for Semiconductors](https://macrowise.substack.com/p/the-deepseek-moment-for-semiconductors)

_2026-07-19 · Guillermo Valencia · Macrowise Newsletter_

Huawei doesn’t want to catch up with ASML. It wants ASML to stop mattering.

## [The Peso Is Not a Colombian Story](https://macrowise.substack.com/p/the-peso-is-not-a-colombian-story)

_2026-07-12 · Guillermo Valencia · Macrowise Newsletter_

The strongest currency on Earth has almost nothing to do with Colombia. Here’s who’s really behind it.

## [The Liquidity Rhythm](https://macrowise.substack.com/p/the-liquidity-rhythm)

_2026-07-08 · Guillermo Valencia · Macrowise Newsletter_

The market is a superposition of tribes that never read each other’s charts. That is the edge.

## [The Gap Is Not an Anomaly. It’s the Price of a New Production Model.](https://macrowise.substack.com/p/the-gap-is-not-an-anomaly-its-the)

_2026-07-06 · Guillermo Valencia · Macrowise Newsletter_

Fifteen years waiting for mean reversion. Maybe the market isn’t wrong. Maybe the mental model is.

## [The Mind of God](https://macrowise.substack.com/p/the-mind-of-god)

_2026-06-30 · Guillermo Valencia · Macrowise Newsletter_

Biology has quietly abandoned the idea that life is a machine written in code.

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_2026-06-30 · **Sponsored**_

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## [The Rolling Bubble](https://macrowise.substack.com/p/the-rolling-bubble)

_2026-06-28 · Guillermo Valencia · Macrowise Newsletter_

A macro detective story. Two charts that can’t share a decade, one weapon, and a market that has already told you where it’s going — if you read the evidence in the right order.