Insights
Letter to My Public Servants
SummaryArtificial intelligence will be shaped not only by technology companies and elected leaders but also by public servants making routine decisions about permits, procurement, infrastructure, contracts, and community obligations. Drawing on experiences in Houston...
What Do We Call Texas Now?
SummaryThe article examines how Texas is evolving from an economy historically defined by oil and gas into one increasingly shaped by technology, artificial intelligence, advanced manufacturing, and digital infrastructure. Through personal reflection, economic...
If You’re Worried About an AI Bubble, Here’s What You Should Really Watch in Your 401(k)
SummaryThe article examines how artificial intelligence is driving unprecedented investment in physical infrastructure, including data centers, energy, and engineering, while increasing interest in expanding private-market investments into 401(k) retirement plans....
The Stock Market: The World’s Biggest Prediction Machine
SummaryThe article explains how the stock market functions as a forward-looking prediction machine, with prices reflecting expectations about future earnings rather than current performance. Using examples from the dot-com bubble, artificial intelligence, energy...
