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Must read
Market Trends
The 4D Economy Thesis: Why Industrial AI Is the Infrastructure Play of the Decade
American industry is in crisis. Every day, 10,000 skilled workers retire. By 2030, U.S. manufacturing alone will be short 2.1 million workers.
The End of Software Moats Is Closer Than You Think
For decades, enterprise software companies have depended on complexity, integrations and proprietary workflows as a moat. Locking in the customer used to mean winning the deal and keeping it for years—if not decades.
GWC on BlackRock, Nasdaq, and the New Investment You Need to See
While retail investors are refreshing Nasdaq tickers and Twitter timelines to keep up with the latest in AI, the real story is playing out underground.
From the Desk of Promise: Execution Over Everything
The founders winning in this market aren’t the loudest or the most followed. They’re the ones who are in the weeds—building, testing, iterating, scaling.