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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.