Superintelligence in 2–3 Years? Here's What Builders Should Do Right Now
SF insiders are betting on an ASI inflection within this decade. Whether you believe it or not, the strategic implications for every builder are the same.
Read thesis →SF insiders are betting on an ASI inflection within this decade. Whether you believe it or not, the strategic implications for every builder are the same.
Read thesis →The shift from AI as a tool to AI as an employee is not theoretical. It's happening in real companies right now — and it changes everything about how you build.
Read thesis →Agency. Skepticism. Curiosity. Work ethic. Creativity. These aren't soft skills anymore — they're the hard moat between humans and automation.
Read thesis →Industry polarization is accelerating: a few very large firms and many very small ones. The middle is disappearing. Here's how the best builders are positioning.
Read thesis →When AI can execute 80% of any task, the only edge left is in what you choose to attempt. MTP — Massive Transformative Purpose — is no longer optional.
Read thesis →Trying to align a single AI model is the wrong fight. The real answer is a Red Queen ecosystem of good AIs and human processes that outpace misuse.
Read thesis →By 2030, AI data centers will need 92 GW more electricity — roughly 60 nuclear plants. The builders who understand this constraint will find the real opportunities.
Read thesis →Every year someone declares the year of AI. This time, the shift from models to agents is structural — and the productivity inversion is already happening.
Read thesis →Eric Schmidt said it plainly: we've barely started. The implications for Asia, for builders, and for every company that thinks they're 'doing AI' are significant.
Read thesis →The best builders in 2026 aren't writing more code — they're orchestrating agent teams. Here's how Kanban-style AI mission control actually works.
Read thesis →Two AI agents, 24 subagents, zero sleep. The Henry and Haley demo at Abundance 360 showed what it actually looks like to have AI work for you — not with you.
Read thesis →Behind the hype, AI development is running into three hard walls. Understanding them is the most contrarian edge you can have as a builder right now.
Read thesis →The idea of a runaway AI intelligence explosion is compelling — and probably wrong. Here's what the actual data says about where AI growth hits its ceiling.
Read thesis →QuickBooks didn't kill finance — it killed bookkeepers and created 10x more demand. AI is doing the same to every knowledge profession right now.
Read thesis →The convergence of AI and FSI in Asia is reshaping the economic foundation — and the window for building at the base layer is narrowing.
Read thesis →Autonomous vehicles are disrupting insurance, lending, and wealth — positioning N+ at the core of Asia's $2 trillion mobility economy.
Read thesis →The studio model offers a new value architecture for institutional allocators — focused on building, not just backing.
Read thesis →AI isn't incrementally improving Asia's financial system — it's routing around its gatekeepers entirely. The opportunity belongs to whoever rebuilds the infrastructure layer first.
Read thesis →The venture studio model offers something traditional VC cannot: operational co-creation, transparent portfolio visibility, and asymmetric return potential without the blind pool problem.
Read thesis →Search is shifting from Google to AI engines — and most enterprise brands in Asia score zero. This is a new category of enterprise risk, and the window to act is closing.
Read thesis →AI is making healthcare accessible to billions in Asia, from rural telemedicine to personalized treatments.
Read thesis →Explore massive investments in AI data centers and networks driving Asia's digital economy forward.
Read thesis →Blockchain's role in financial inclusion across Asia, navigating regulatory landscapes and digital assets.
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