AI
Elon Wants to Put Data Centers in Space. The Argument Is Better Than You Think.
Elon told Dwarkesh the most compelling place for AI compute will be in orbit. The argument is really about electricity.
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Builder & Investor
Harrison Stoneham
Writing
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investing
The Speed of Forgetting
The biggest companies will capture AI's value. But what happens to the people inside them? History suggests they get displaced faster than they expect.
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investing
The Biggest Companies Always Win (Until They Don't)
Why AI benefits incumbents with distribution, and what Rockefeller teaches us about capturing value in transformative eras.
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