The antidote is simple: build skills that are AI-proof.
Start at the base:
Core human skills - empathy, ethics, cultural sensitivity, active listening, emotional intelligence.
The antidote is simple: build skills that are AI-proof.
Start at the base:
Core human skills - empathy, ethics, cultural sensitivity, active listening, emotional intelligence.
At first glance, it feels obvious:
OpenAI is the AI.
NVIDIA just sells the chips.
But look closer.
OpenAI builds the apps.
NVIDIA sells the picks and shovels.
One is a brand.
The other is infrastructure.
At first glance, it feels obvious:
OpenAI is the AI.
NVIDIA just sells the chips.
But look closer.
OpenAI builds the apps.
NVIDIA sells the picks and shovels.
One is a brand.
The other is infrastructure.
That’s not a press release
It’s industrial policy by one company
Compute isn’t virtual
It’s concrete and copper
Power contracts and permits
Water rights and workforce
AI is no longer “an app”
It’s national infrastructure
Winners won’t be the loudest models
They’ll be the operators
That’s not a press release
It’s industrial policy by one company
Compute isn’t virtual
It’s concrete and copper
Power contracts and permits
Water rights and workforce
AI is no longer “an app”
It’s national infrastructure
Winners won’t be the loudest models
They’ll be the operators
It’s the fuel that makes collaboration easier, leadership stronger, and even tough days feel lighter.
But most people think of kindness as random acts.
Something extra.
Something occasional.
Here’s the truth: kindness can be a daily practice.
It’s the fuel that makes collaboration easier, leadership stronger, and even tough days feel lighter.
But most people think of kindness as random acts.
Something extra.
Something occasional.
Here’s the truth: kindness can be a daily practice.
Not just fabs
Data centers
Servers
The grid itself
The ask
Expand the CHIPS Act tax credit to cover:
AI data centers
AI server production
Grid components like transformers (and the steel to make them)
Why it matters
Capex is the moat in AI
Not just fabs
Data centers
Servers
The grid itself
The ask
Expand the CHIPS Act tax credit to cover:
AI data centers
AI server production
Grid components like transformers (and the steel to make them)
Why it matters
Capex is the moat in AI
Because most of them are:
❌ Too long
❌ Too vague
❌ Too crowded
We’ve all sat through that 60-minute “status update” that could have been an email.
Or worse—the meeting where no one knows why they’re there in the first place.
Meetings should energize.
Because most of them are:
❌ Too long
❌ Too vague
❌ Too crowded
We’ve all sat through that 60-minute “status update” that could have been an email.
Or worse—the meeting where no one knows why they’re there in the first place.
Meetings should energize.
“China is going to win the AI race”
If he’s right
It’s not just about chips
It’s about energy policy
Permitting
And developer gravity
Cheap power beats clever decks
Fragmented rules kill momentum
Export controls cut both ways
“China is going to win the AI race”
If he’s right
It’s not just about chips
It’s about energy policy
Permitting
And developer gravity
Cheap power beats clever decks
Fragmented rules kill momentum
Export controls cut both ways
But let’s be honest.
Guardrails don’t stop the car from crashing.
They just make the crash a little less deadly.
Teens are growing up with AI as their confidant, their tutor, their late-night therapist.
But let’s be honest.
Guardrails don’t stop the car from crashing.
They just make the crash a little less deadly.
Teens are growing up with AI as their confidant, their tutor, their late-night therapist.