Insights
The Signal I Missed
SummaryThis article argues that the future of artificial intelligence adoption may depend less on technical capability and more on whether people believe its environmental and societal costs are justified. Drawing on personal experiences, conversations with...
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...
