Airplanes from Ireland

Aircraft is now >50% leased, and much of it is owned by companies in Dublin, Ireland

Value Accrual to the Edge

Infrastructure at the edge is the future

America's Battery Independence

Section 842 attempts to save the U.S. from an incoming tidal wave of energy demand

The Evolution of IT Architecture

Choices for architecture have increased and AI can accelerate migration

An Unreliable Future

Our digital infrastructure is getting fragile

Red Hat, Open Source, and the Future

The history of Red Hat, how open-source evolved, and what the future holds

Enterprise AI Adoption

AI should change your workflows, not integrate into existing ones

Deal flow is now table stakes

Every investor will soon see everything, everywhere, all at once

AI Pins: A Short-Sighted Form Factor

Pins will be a forgotten fossil

The Robotic Standard

The rise of the intelligence stack

The State Of AI & Games

AI continues to make progress reducing costs and changing gameplay

Skin in the Game

Employee ownership and incentive structures must evolve as a company matures

2025

Our top newsletters of 2025

Age Gating the Future

Moving towards a verifiable age requirement

Physical Products are Back

Physical assets are growing in popularity relative to digital

A System Under Strain: The U.S. Navy

America’s naval edge is a new fleet powered by a new generation

Happy Thanksgiving