The Compute Gap
Why AI demand for high-performance computing is outpacing supply, and what this means for data centers, chipmakers, and cloud infrastructure.
DownloadCase Notes
Occasional internally developed, proprietary essays and research notes on AI, advanced computing, energy, life sciences, and frontier domains. These do not imply current or past positions.
The End of Scarcity in Information
How generative AI changes the cost and value of information—and the knock-on effects for education, media, and research.
DownloadThe End of Repetition: How AI is Reshaping White-Collar Work
Generative AI and automation are erasing routine tasks in law, finance, and customer service, forcing a pivot toward judgment- and relationship-driven roles.
DownloadLabor Arbitrage is Dead: AI as the Great Equalizer
AI removes geographic wage advantages, making human location irrelevant for many roles, with major consequences for outsourcing hubs.
DownloadThe 20-Hour Workweek: Productivity Gains in the Age of Autonomous Agents
AI and robotic systems could double or triple productivity, making shorter human workweeks possible—if economic and social systems adapt.
DownloadHuman–Machine Synergy: Designing Workflows for Maximum Leverage
Hybrid human–AI teams are delivering unprecedented performance gains—success will hinge on rethinking workflows and skill sets.
DownloadFrom Factory Floors to Boardrooms: The Next Wave of Robot Adoption
Industrial robots are moving beyond manufacturing into logistics, healthcare, and construction, with hardware–software convergence accelerating adoption.
DownloadWhen Machines Replace People: A Path to a Sub-Billion World
If AI and robotics displace most forms of human labor, global birth rates could collapse below replacement everywhere—potentially driving the world’s population to under one billion before the end of this century.
DownloadLife Sciences at Escape Velocity
Gene editing, synthetic biology, and AI-driven drug discovery accelerating medical breakthroughs beyond traditional R&D limits.
DownloadThe Age of Energy Abundance
How breakthroughs in solar, storage, and fusion could shift geopolitics, economics, and industry over the next two decades.
DownloadThe New Space Race
Commercial space launch, satellite constellations, and asteroid mining—emerging as strategic arenas for both nations and corporations.
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