The right bubble about the right technology
The 2026 AI bubble doesn't measure overinvestment: Sequoia's $2.9 trillion gap reveals capital with quarters-long maturity financing decades-long adoption.
Latest 10 articles
The latest essays from the editorial archive.
The Asset That Became a Flow
The rental of top-tier cognition — human or artificial — lives off a stock of judgment that the very logic of renting has stopped financing.
Gravitas, Posh and SprezzaturaPrecision notes
Illegible power needs a surface
Sewn into the lining of a work jacket sold for $252 is a message from Palantir CTO Shyam Sankar. The company's illegible power needed a surface — and found it in merchandise.
New flapping robot swims and flies like a diving bird
Some 100 species of birds — loons, gulls, puffins, petrels — can both fly and swim. Inspired by these natural aquatic aviators, engineers at MIT and EPFL have designed a robot that swims underwater, leaps from the surface, and flies — much like a diving bird.
Gravitas, Posh and SprezzaturaFoundational essays
Digital Sprezzatura: The Art of Appearing Natural in an Algorithmically Mediated World
How executive presence and effective communication create lasting impact in technology-mediated environments.
Technology and PowerFoundational essays
Sam Altman vs Mustafa Suleyman: The Compression Between Infrastructure and Regime
The clash between Sam Altman and Mustafa Suleyman is not a debate about technology: it is the separation between the speed of infrastructure and the capacity of the regime that frames it.
Technology and PowerPrecision notes
The Extraction of Knowledge: When Intellectual Work Becomes AI Infrastructure
When human judgement starts training the systems, intellectual work stops being a cumulative asset and becomes raw material — and the value that once thickened over time changes hands.
Institutions and PowerExtensões
Visa and the Architecture of Invisibility
Dee Hock understood it before anyone else: an organisation’s maturity is measured by its invisibility — and Visa is the architecture that proves it.
Gravitas, Posh and SprezzaturaExtensões
An Architecture of Executive Presence
Gravitas, posh and sprezzatura describe three ways of organising presence and making authority visible without announcing it.
Strategy and OptionalityFoundational essays
Strategy Is About Choices
Strategy is neither planning nor ambition. It is the discipline of choosing, excluding and sustaining trade-offs coherently.
17 articles and counting
17 artigos publicados e em crescimento.