Segments
When Belief Became the Product — Social singularity, belief-driven markets, displacement paradox, gentle obsolescence accelerationThe Infrastructure Paradox — Infrastructure economics inversion, big-tech capex squeeze, CoreWeave losses, Wisconsin data center revoltThe Safety Ceiling Inversion — Anthropic Pentagon standoff, safety driving growth, industry solidarity on red linesSources
Stratechery (Ben Thompson) — Social singularity thesis, market belief repricingThe Information — Block layoffs, CoreWeave financials, infrastructure economicsNoahpinion (Noah Smith) — Displacement paradox, productivity measurementAdam Tooze's Chartbook — Infrastructure capex analysis, Wisconsin data center politics
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