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A Memory Chip and a War
How I ran the 1973 playbook in 2026 and what the bottom taught me about the canary in markets
17 hrs ago
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The Curious Mind
22
The Curious Mind: Sunday Spark #13
Turn Off The Water
May 10
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The Curious Mind
5
Where Did All The Wise Men Go?
The autopilot is on for almost everyone now. Notes on what comes next for the few who can still fly the plane.
May 7
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The Curious Mind
37
3
Why Elon Musk Imported a Power Plant
On energy as the binding constraint of the AI buildout
May 3
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The Curious Mind
37
5
2
April 2026
Staying...
Why no one is long-term anymore
Apr 30
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The Curious Mind
58
4
3
Six Billion Dollars of Light
Why the next generation of AI cannot be built on the wires we have
Apr 27
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The Curious Mind
39
6
1
Half of Nvidia
Half the cost of every Nvidia chip is no longer silicon
Apr 25
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The Curious Mind
37
8
3
The Other AI Trade
Why the boring chip at the center of every server is back at the center of the trade
Apr 23
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The Curious Mind
41
1
3
The Question I've Been Carrying for Three Years
What my ten-year-old daughter asked me in the hallway — and what it's taken me this long to understand
Apr 19
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The Curious Mind
57
4
3
2,500 Years of Strategic Wisdom, Three Personal Failures
What Sun Tzu, Machiavelli, and Clausewitz knew about my divorce, my career, and the colleague who stole my client
Apr 10
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The Curious Mind
87
21
7
The Navigator
On the gap between when things break and when we feel them and what it takes to still be sailing when they heal
Apr 8
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The Curious Mind
30
2
5
The Last Ship
On the gap between when things break and when we feel them — and what it takes to still be standing when they heal
Apr 3
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The Curious Mind
89
7
11
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