Latest Executive Brief October 02, 2026 • 9 min read Asia’s AI Decade - The Super Intelligence Overlay for Asia I believe Asia is entering a period in which the traditional measures of economic advantage—population size, low-cost labor, education. Asia’s AI Decade I believe Asia is entering a period in which the traditional measures of economic advantage—population size, low-cost labor, education levels and even GDP—will become substantially less useful on their own. Artificial intelligence is changing... Frontier DesignArtificial IntelligenceRoboticsCapital
Artificial Intelligence & Tech • September 28, 2026 • 26 min read AI Agents, Zero-Friction Commerce, and the Next Capital Cycle AI agents could shift economic power from attention and interfaces toward trusted delegation, transactions, and autonomous execution. Artificial Intelligence & TechMacroeconomicsAutonomous Agents Read
Artificial Intelligence & Tech • September 20, 2026 • 5 min read The Industrialization of Intelligence and the New Capital Cycle Artificial intelligence is transitioning from speculative research to an industrial production phase that will re-engineer global capital. MacroeconomicsArtificial IntelligenceCapital Expenditure Read
Frontier Design • September 20, 2026 • 12 min read The AI Economy: When Machines Become Economic Actors The AI Economy: When Machines Become Economic Actors The New AI Economy of Agents and Tokens Frontier DesignAutonomous AgentsArtificial Intelligence Read
Agentic Memory & Retrieval • September 19, 2026 • 1 min read Memory Compaction, Vector-Graph Hybrid Stores & Context Degradation Mitigating the Lost-in-the-Middle Penalty with Hierarchical State Serialization and Graph Indexing Agentic MemoryVector DatabasesKnowledge Graphs Read
AI Economics & Inference • September 19, 2026 • 1 min read The Economics of Test-Time Search & Inference Compute Why Post-Training Reasoning Loops Are Overtaking Pre-Training in Datacenter Flop Allocation Test-Time ComputeInference EconomicsReasoning Models Read
Agentic Security & Hardware • September 19, 2026 • 1 min read Confidential Compute & Zero-Trust Agentic Sandboxing Hardware-Enforced Memory Encryption and Cryptographic Attestation for Autonomous Code Execution Confidential ComputeAMD SEV-SNPIntel TDX Read
Model Architecture & Systems • September 19, 2026 • 2 min read The Post-Transformer Horizon: State-Space Duality, Mamba-2 & Linear Attention Hybrids Hardware Efficiency of Structured State Space Models and the Sub-Quadratic Attention Frontier Model ArchitectureState Space ModelsMamba-2 Read
Data Foundations & Frontier Training • September 19, 2026 • 1 min read Synthetic Data Foundries & The Decontamination Imperative Why Frontier Pretraining Relies on Self-Play and Formal Verifiers Over Human Internet Scrapes Synthetic DataModel DecontaminationFrontier Training Read
Macroeconomics & Asset Valuation • September 19, 2026 • 1 min read Macroeconomic Liquidity & The Accelerated Depreciation of AI Silicon Modeling the 3-Year GPU Amortization Cycle Against Cost-of-Capital and Residual Resale Value MacroeconomicsAsset DepreciationGPU Financing Read
Interconnect Physics & Hardware • September 19, 2026 • 1 min read Optical Interconnects & The Physical Demise of Copper in AI Clusters How Co-Packaged Optics (CPO) and Linear Pluggable Optics Solve the 1.6T Fabric Wall Optical FabricsCo-Packaged OpticsInfiniBand Read
Labor Economics & Autonomous Systems • September 19, 2026 • 1 min read The Agentic Enterprise & The Structural Compression of White-Collar Labor From Copilots to Autonomous Execution: How MCP Tooling Reconstructs Corporate Operating Leverage Autonomous AgentsLabor EconomicsEnterprise Software Read
Inference Economics & Scaling Laws • September 19, 2026 • 1 min read Test-Time Compute & The Re-Pricing of AI Inference Why Thinking Tokens and Search Trees Are Shifting Capital Expenditure from Training to Runtime Inference EconomicsTest-Time ComputeReasoning Models Read
Semiconductor Architecture & Capital • September 19, 2026 • 1 min read High-Bandwidth Memory (HBM4) & The Custom ASIC Supercycle Analyzing Memory Wall Constraints, Packaging Economics, and Cloud Silicon Divergence Semiconductor EconomicsHBM4Advanced Packaging Read
Energy Infrastructure & Datacenters • September 19, 2026 • 2 min read The Gigawatt Bottleneck: SMR Nuclear Power & AI Baseload Economics How Small Modular Reactors and Behind-the-Meter Generation Are Breaking the Transmission Queue Energy InfrastructureSMR NuclearBaseload Power Read
AI Infrastructure & National Security • September 19, 2026 • 2 min read Sovereign AI Compute, Reshoring & National Security Capital Why Nations Are Building Domestic Datacenter Clusters as Strategic Reserve Infrastructure Sovereign AICompute InfrastructureNational Security Read
Cryptocurrency & Digital Assets • September 18, 2026 • 26 min read The Economic System Is Being Rebuilt by AI, Liquidity, and Digital Capital I see AI accelerating creative destruction while digital assets evolve from speculation toward infrastructure for a faster economic system. Cryptocurrency & Digital AssetsAi InfrastructureDigital Capital Read
Frontier Design • September 15, 2026 • 14 min read AI-Native Operating System and It's Not Windows or Mac OS The strategic shift is from using software to directing an AI-native machine that continuously reshapes its own interface Artificial Intelligence & TechFrontier DesignExecutive Summary Read
Artificial Intelligence & Tech • September 14, 2026 • 14 min read AI’s Real Moat Is Infrastructure, Not Algorithms capital cycle in which compute, power, software and deployment capacity reinforce one another. Artificial Intelligence & TechFrontier DesignExecutive Summary Read
Artificial Intelligence & Tech • September 13, 2026 • 21 min read The Intelligence: AI, Capital, and the Next Economic Frontier I see AI evolving from software intothat can reshape capital allocation, labor, productivity, and global growth. Artificial Intelligence & TechAi InfrastructureEnergy Infrastructure Read
Frontier Design • September 13, 2026 • 25 min read The AI Factory: How The Stack is Being Rebuilt How Computing, Capital, Energy, and Intelligence Are Being Rebuilt Frontier DesignAi InfrastructureAi Factories Read
Artificial Intelligence • September 13, 2026 • 9 min read The Architecture and Macroeconomics of Artificial Intelligence An analytical synthesis of machine learning mechanics, structural limitations, capability trajectories, and labor displacement dynamics. Artificial IntelligenceMacroeconomicsCapital Allocation Read
Cryptography & Bitcoin • September 13, 2026 • 22 min read The New Financial Frontier: Crypto, Tokenization, Market Structure The next crypto battleground is not the chain itself, but who owns distribution, liquidity, execution, and the economics around it Cryptography & BitcoinInstitutional CapitalLiquidity Read
Cryptography & Bitcoin • September 13, 2026 • 5 min read Why Bitcoin Is Becoming Less Dependent on the Fed The deeper shift is from rate-driven markets to technology-driven capital, where Bitcoin increasingly behaves like infrastructure. Cryptography & BitcoinBitcoinFederal Reserve Read