onStrategy

The AI Bubble will build the grid

  GPUs are the tulips of our time: scarce, beautiful, and rapidly depreciating (ie. 1 – 3 years). They’re not durable infrastructure, but they’re the speculative steel beams of a half-finished cathedral. Data centers last longer, but even those will look old/outdated once the next wave of compute efficiency hits. The real prize, the one […]

Doing things is energizing

Action is Fuel. We often think we’re tired because we’ve worked too much. Usually, we’re tired because we’ve done too little…too little of what truly matters. Doing meaningful work isn’t draining; it’s energizing. It creates momentum. It fuels purpose. Rest isn’t about sitting idle, waiting to recharge. Rest is found in action, doing things that […]