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The ASML Moment: Why America Must Own Its Entire Chip Ecosystem
The Netscape Moment, Thirty-One Years Later
In 1995, the Netscape IPO turned a conviction held by a small number of evangelists into a consensus held by an entire civilization. The SpaceX IPO will do the same thing for the next chapter of human civilization.
When the Talent Decides It Is Bigger Than the Company
Scott Pelley came to view himself as standing above the company. When a star decides he is the institution, management has only two choices. Capitulate and lose the company, or act and absorb the noise. Bari Weiss acted.
The Billion Dollar Bet Every American Should Make
The SpaceX IPO is oversubscribed. The institutional money already knows what it is buying. The question is whether the rest of America does. This is not just an investment argument. It is a civic one.
$250 Million for Third Place
Tom Steyer spent a fortune to come in third. The lesson isn't about money. It's about message. Running against someone who isn't on the ballot is not a vision. It's a grievance with a marketing budget.
The AI Oligarchy Is Already Here
Anthropic is spending $1.25 billion per month on compute just to stay in the game. Five hyperscalers will spend $690 billion on AI infrastructure this year. The companies that own the physical layer will control AI. Everyone else will rent access.
Meta Is Charging for AI Agents. Nobody Is Watching Them.
Meta launched its Business Agent globally today. Large businesses pay by the token. The monetization story is clean. The accountability story is not.
Two IPOs, Two Futures: Why SpaceX and Anthropic Are Not the Same Bet
One IPO buys a software company fighting for position against Google, OpenAI, Meta, and Microsoft. The other buys the infrastructure of civilization's next chapter. They are not the same bet.
Iran's Sequencing Trap: Why the 60-Day Nuclear Clock Is a Fraud
Iran wants the money, the ceasefire, and the naval blockade lifted before nuclear talks begin. That's not a peace deal. That's a head start.
Let the People In
A viral video accuses Elon Musk of rigging the stock market because index providers changed their rules to let SpaceX in faster. I want to make the opposite case. These changes are the most democratizing thing to happen to retail investors in a generation.
The MOU Leak Is Iran's Opening Move, Not a Peace Signal
Iran published the MOU terms before the deal was signed. That's not transparency. That's a trap.
AI
CEO's and Sales Leaders: AI Notetakers Are Your Most Valuable Sales Asset
The same AI notetaker that creates risk in your boardroom creates extraordinary value on your sales floor. The difference is context — and the value is concentrating in exactly the place everyone is ignoring.
AI
CEO's and Sales Leaders: AI Notetakers Are Your Most Valuable Sales Asset
The same AI notetaker that creates risk in your boardroom creates extraordinary value on your sales floor. The difference is context — and the value is concentrating in exactly the place everyone is ignoring.
Iran
Khamenei's Directive Is the Deal-Killer — And Everyone Knows It
Iran's Supreme Leader has personally blocked uranium transfer abroad, killing the central US demand in Iran nuclear deal negotiations. The ceasefire is on life support — and the diplomatic theater surrounding it is a performance, not a negotiation.
Iran
The 14-Point Trap: Iran Is Negotiating to Keep Everything It Has
A framework for peace that leaves the nuclear program running and the Strait of Hormuz under IRGC supervision is not a framework for peace. It is a framework for the next war.
Iran
Trump's "No Hurry" Problem: Why Patience Is the One Thing Iran Is Counting On
The most dangerous thing Trump said this week wasn't a threat. It was two words: 'no hurry.' Every day the ceasefire holds without a deal is a day Iran rebuilds, enriches, and watches American political will erode.
Iran
When Cheap Beats Mighty: What Athens and Rome Teach Us About the Iran Problem
A two thousand dollar drone is destroying tanks worth several million. Iran is running the same asymmetric playbook that neutralized Athens at Syracuse. History tells us clearly what the consequences of each choice will be.
Iran
The Hormuz Gambit: Iran Is Winning the Economic War Even If It Loses the Military One
The US-Israeli campaign degraded Iran's nuclear program. It did not break Iran's leverage. Iran is now institutionalizing control of the Strait of Hormuz — and winning the economic war.
Politics
The Map Is Not the Country: Why Mid-Decade Redistricting Is Breaking Representative Democracy
National parties are redrawing maps mid-decade to manufacture outcomes, not to represent communities. A representative should be your neighbor. The map should look like the country.
Politics
Los Angeles Got the Mayor It Voted For. Now It Has to Choose Again.
Three and a half years ago, Los Angeles voters made a category error. They elected a congresswoman to run one of the most operationally complex organizations on the planet. The results speak for themselves. The City of Los Angeles operates a roughly $14.85 billion annual budget, employs nearly 34,
Technology
The Most Consequential IPO in Modern History
Why SpaceX Going Public Is the East India Company Moment of Our Generation
A Lecture from the Wrong Podium
Why Friedrich Merz Should Think Twice Before Telling Anyone About Humiliation in the Middle East
The Iran War: Two Failures, Two Objectives, and No More Excuses
The war with Iran didn't start on February 28, 2026. It started decades ago — in the corridors of European foreign ministries and American intelligence agencies — when the world's powers repeatedly chose to defer the hard decisions. Now we're living with the consequences, and they