HeyJaredThe Adaptive Economy Newsletter by Atlas Capital
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- Sep 18, 2026
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No, You Were Not Born Too Late. (opens the original)
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Hello world.I am going to start this newsletter with something I do not usually admit in writing.Starting with a universal truth: as humans, we do not know how long we will live.And during that limited lifetime, it is so hard to make a legacy.Not just “making money”, making a positive legacy, for those coming after we depart. Lately I have been thinking about what makes us human. And most of all, what makes us worth being human through what we leave behind…This summer IR
[Video] Dear Miyazaki, To Walk The Talk, I Bought A Forest With The AI Money. (The Hottest Summer Part II) (opens the original)
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What an intense summer we’ve just witnessed. Between the crazy AI IPOs valuations, the wildfires everywhere. The floods… Insane. Here are my summer notes, part II.Introduction: A Letter I Have Been Writing Since I Was a BoyFor some people it seem, money has never been easier to make for the people who already have it.But legacy? It is so hard to make a legacy these days. Legacy, not money. Something your great-grandchildren can stand with? That is harder than money. And with my job, I see a lot
Day 3: The New Renaissance Human 🌬️ (opens the original)
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“You have at most 10 years left to make money by selling your work.”Elon Musk, this week. Source XThe three numbers behind that sentence that scared me:10 years · the window Musk gives paid human work80% · how far OpenAI says it already is to AGI, by its own chief research officer200 years · the entire age of the thing we called a “ co
Day 2: First, Taking the Low-Hanging Fruits. (opens the original)
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The mistake most people make with the machine age is that they treat it as a forecast. They wait for the singularity, argue about which lab reaches it first, and hold their capital and their attention in reserve for a future they think has not arrived. It has arrived. The Machine Age has arrived, and it is just unevenly distributed, and the parts that are already here are the parts you can act on today. Before you try to pick the winner of a race that has not finished, harvest the fruit that is
Prologue: Something Is About To Get Out Of Hands. Nobody Knows Yet. (opens the original)
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Someone Is Wrong About Hands. I’m an investor in two of the three robotics companies in this video (below), and they’ve reached opposite conclusions about the same problem.Watch it. The surface argument is about hands.1X is doubling down on tendons. Figure tried them and walked away. Tesla is now moving toward them. Three of the most serious teams on the planet, same problem, opposite answers.Bernt Børnich, 1X: “Millions of cycles under load later... I hope you’ve accepted it&#
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