I’m fully convinced a generative AI bubble will pop in the not-so-distant future. Not everything will be wiped out, but things will shift. My prediction? San Francisco’s techno-idealist vision of an economy...
When Sam Altman said one year ago that OpenAI’s Roman Empire is the actual Roman Empire, he wasn’t kidding. In the same way that the Romans gradually amassed an empire of land...
2026 will be the year when US dollar dilution—the quiet erosion of its global dominance as countries trade and pay in alternatives—starts to build momentum. The more Washington uses the dollar as...
When US president Donald Trump launched his own meme cryptocurrency on January 17, days before his return to the White House, I was halfway up a Swiss alp, attending a crypto conference...
On a drizzly and windswept afternoon this summer, I visited the headquarters of Rokid, a startup developing smart glasses in Hangzhou, China. As I chatted with engineers, their words were swiftly translated...
In 2026, the leaders of America’s (former) trading partners are going to have to grapple with the political consequences of tit-for-tat tariffs. A tariff is a tax paid by consumers, and if...
