Inside Capital
I study how capital, incentives, and institutions shape real life. These are my field notes from inside that process.
- Indexed issues, last 90 days
- 7
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- Sep 14, 2026
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- Jul 7, 2026
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Who gains if AI wins? (opens the original)
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On Saturday, the man running one of the world’s most powerful AI companies asked his own industry to slow down. Within a day, two of his largest competitors agreed. By Monday, the President of the United States had told them no.Sit with that. The people with the most money riding on faster AI asked for more time. The government’s answer was that America could not afford it.I am not writing this as someone who wants AI to fail. I invest in technology, and I am building a company that uses AI to g
Better for Who? (opens the original)
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I’ve been watching the headlines about this Canada trade fight roll in all week, and I keep landing on the same thought.We are drowning in information. Tariffs. Countertariffs. Fifty percent. Dollar for dollar. Midnight deadlines. A prime minister talking about economic warfare. You can follow all of it for three days and still have no idea what any of it means for your rent, your job, your groceries, your Tuesday.So imagine we’re sitting across from each other with coffee and you ask me the obv
Why America Still Sets the Bar for Building Something from Nothing (opens the original)
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The more time I spend outside the US, the more clearly I see what it actually offers.That’s a complicated thing for me to write, because my own experience of it has been far from easy. The constraints I was born into were socioeconomic, policy-driven, and demographic. They were structural and they were real, and they made a long list of ordinary things harder than they needed to be. So arriving at appreciation by way of Barcelona, London, Frankfurt, Zurich, Dubai and Abu Dhabi was not the trip I
What happened to Mighty Greece? (opens the original)
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The water off the coast of Crete is a blue I didn’t have a word for until I was sitting in it. It glows from underneath, turquoise over pale sand, going deep and cold and ink-dark where the seabed drops away, nothing like the flat navy of the Atlantic I grew up near.We rented jet skis and traced the coastline, a few of us, an accidental UN of accents, throttling past the swimmers until the beach noise fell off and it was just engine and salt spray and the island rising on our right in tiers of w
The Most Lucrative World Cup Ever. (opens the original)
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Spain beat Argentina 1-0 at MetLife on Sunday, Ferran Torres in extra time assisted by Nico Williams. Congratulations to the best team in this tournament. What an incredible result. The number that actually decided this World Cup was $15 billion, the revenue FIFA now expects its 2023–26 commercial cycle to generate, with this tournament as its engine. For one summer, a soccer (I know it’s football, but I don’t want my American readers confused) competition became one of the most efficient money-
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