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Thought leadership on the technologies defining our century. Explore ideas that challenge conventional thinking and reveal opportunities at the intersection of innovation and strategy.

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    Space-Based Energy and Planetary-Scale Business

    Just last year, Caltech made history with their Space Solar Power Demonstrator (SSPD-1). This little 50-kilogram prototype did something remarkable, it actually beamed power from space to Earth for the first time ever. China? Oh, they're thinking big. Really big. We're talking about a one-kilometer-wide orbital solar array by mid-century, capable of delivering multi-gigawatt power to Earth. Their roadmap includes a 10 kW trial satellite by 2028, scaling up to a commercial 2 GW space power station by 2050.

    Fusion and the Ultimate Energy Arbitrage

    Fusion energy is no longer "50 years away." With over $7 billion in private funding and companies like Helion promising grid power by 2028, we're standing at the edge of an energy revolution. Imagine electricity at $0.001/kWh, making energy-intensive processes viable, reshoring manufacturing, and enabling entirely new industries. The 2025-2035 decade will determine winners and losers in tomorrow's energy economy. For business leaders, the mandate is clear: be urgently optimistic and actively prepared for a world of energy abundance.

    Energy Abundance as Business Transformation

    Solar electricity costs have plummeted 90% in the past decade, while battery prices hit record lows in 2024. We're witnessing something extraordinary: energy shifting from scarce to abundant, with costs approaching zero. This isn't just about cheaper power bills. It's about reimagining entire industries, creating new business models, and transforming how we think about manufacturing, transportation, and even food production. The companies that grasp this shift now will thrive in the coming energy abundance era.

    First Principles for the Abundance Economy

    The old business playbook is dead. We're witnessing a seismic shift from scarcity to abundance, powered by plummeting costs in AI, renewable energy, and digital infrastructure. When marginal costs approach zero, traditional moats evaporate. Airbnb added 700,000 rooms without owning any. WhatsApp reached a billion users with 55 engineers. The winners? Companies building on trust, community, and experience. The losers? Anyone still hoarding resources in a world where abundance is the new reality.

    The Inflection Decade: Why 2025-2035 Will Compress 100 Years of Progress into 10

    We're entering an unprecedented inflection decade where three massive forces converge simultaneously: AI becoming as cheap as electricity, energy approaching near-zero cost, and aging being treated as a solvable problem. Companies like Microsoft are already buying fusion power that doesn't exist yet. Half of today's S&P 500 might vanish by 2035. The convergence isn't coming - it's here. Position yourself at the intersections, embrace exponential thinking, and don't bet against human ingenuity when constraints disappear.

    The Seven Pillars of Infinite Abundance: Automation’s Path to Type 1 Civilization

    Imagine waking up in a world where nobody goes hungry. Where getting sick is rare. Where work means doing what you love, not what you must. This isn’t a fairy tale. It’s what happens when we automate the right things in the right way. To reach this future, we need to build seven major systems. Think of them as pillars holding up a better world. Each one is amazing by itself. Together, they create abundance for everyone. The First Pillar:…

    The 90 Million TWh Challenge: Three Paths to Energy Hyperabundance

    Imagine consuming as much energy in one hour as humanity currently uses in a year. Yes, that’s the minimum requirement for a Type 1 civilization. The gap between where we are (175,000 TWh annually) and where we need to be (90,000,000 TWh) isn’t just large. It’s more than 500x increase. And no amount of efficiency gains or conservation can bridge. Here’s the uncomfortable truth: Earth alone cannot power a Type 1 civilization. Not if we want to keep it green…

    Earth as Garden, Space as Workshop: A Case for Orbital Economy

    Picture Earth in 2120: verdant forests stretching across continents, clear rivers flowing through restored wetlands, cities seamlessly integrated with nature. The smokestacks are gone. The strip mines are healed. The toxic waste sites are memories. Where did all the industry go? Look up. Above, under the sunlight, humanity's workshops spin silently. Solar collectors take in unfiltered radiation. Factories process asteroid metals in perfect vacuum. Pharmaceutical labs grow flawless crystals in microgravity. This isn't a utopian fantasy, it's the logical endpoint…

    AI and the future of work: Why the robots are here to help, not replace us

    In the midst of widespread anxiety about artificial intelligence eliminating jobs, the data tells a surprisingly optimistic story. The World Economic Forum projects that AI will create 78 million net new jobs globally by 20301, even after accounting for the 92 million positions it may displace. Far from the dystopian narrative of mass unemployment, we're witnessing a transformation that echoes every major technological revolution before it, one that ultimately creates more opportunities than it destroys. The productivity revolution is already…

    The $367 Trillion Opportunity: How Keeping Humans Young Unlocks Planetary Prosperity

    What if I told you that extending healthy human lifespan by just 10 years could generate $367 trillion in economic value? That’s not a typo, and yes, it’s 15 times the entire US GDP. This isn’t science fiction. It’s the conclusion of Harvard and Oxford economists who’ve run the numbers on what happens when we stop treating aging as inevitable and start treating it as solvable. The Current Crisis: Aging Is Expensive Let’s start with the brutal reality. Right now,…

    Energy = Prosperity: How Power Drives Economic Growth and Human Flourishing

    When we look at satellite images of Earth at night, the contrast is striking – developed nations shine brightly with artificial light, while less developed regions remain in darkness. This visual metaphor perfectly captures one of the most fundamental relationships in human civilization: the link between energy consumption and prosperity. The GDP Connection The connection between energy use and economic growth is not just a correlation, as it represents a profound causal relationship that has shaped human development throughout history.…