Seth Godin wrote this on Sunday: “A useful metaphor from juggling: When you find yourself lunging for a ball or club, let it drop. Lunging will always lead to a drop sooner or later, and it pays to skip the lunge and simply begin again, on better terms.” There's wisdom here.

A siege strategy relies on time and isolation to deplete your enemy’s resources and will to persevere. Both are increasingly impossible in modern warfare

Lowering interest rates ain’t gonna change corporate hiring. Not when AI makes each worker 5x more productive

Heinous is the only word to describe this video released by Islamic Jihad of a hostage suffering from starvation and begging for his life this week. The footage is solely meant to — 1) dehumanize 2) demoralize 3) taunt There is no other strategic aim. Worth watching

Do you know why Hamas shared this footage of hostage, Evyatar David? Is there something coincidental about the timing of showing how sickeningly emaciated he is? Yes there is. Hamas’s message is clear - they own you. They’re showing you that while the world is screaming from

Try living 30 meters from people sworn to carnage your daughters. When that’s the danger, no other consideration exists for parents putting their children to bed at night

You are the CEO of a premier global intelligence company, adversaries everywhere are mining for ways to compromise you 24/7, the work you do is of the utmost global importance. Alex Karp not like us, so let’s give him the benefit of the doubt huh

One of the hardest and most intractable negative habits I consistently do battle with is pessimism / doomerism It is a vicious and nihilistic pov that I sometimes see in myself and sadly in a lot of the zeitgeist today

Gerrymandering is the electoral version of dividing and conquering your enemies so that some votes count less than others. We need a Japanese word for "A vote that is counted (tallied) but doesn't count (in the results)"

Deep respect for Bill McKibben but if "the world switched to renewable energy" the decrease in ocean-faring vessels wouldn't be 50% but 100%. Ships run on oil and gas and so does global trade.

I’m unsure whether I’d prefer public condemnation and private accolades or private betrayal and public lauding but the former is what’s happening

One of the ways I do battle with pessimism is identifying pessimistic people and their perspectives in my field. Then attempt to see their pitfalls Most of the time the pessimism comes from some form of absolutism

A day in New York where the weather feels like late September but it’s only mid-August is such a blessing

I bet there are fewer than 1,000 people truly keeping up with the ai arms race The version names are so meaningless to regular people It’s just too abstract for the avg Joe to follow and the examples on X are often silly animations of comic books heroes 🙄

Electricity pricing is the dominant stock-to-flow model in the US right now surpassing Bitcoin

On Friday Treasury closed a loophole enabling clean energy financiers to stockpile a slim % of equipment to circumvent sunset clauses. While I’m biased towards more renewables, this created unfair advantages for foreign OEMs and large private equity. The loophole is now closed.

RE+ the largest renewable energy conference of the year happens this week in Las Vegas. Attendance will break records as OEMs celebrate a US manufacturing renaissance originating from the Domestic Content tax credits adder for solar, batteries and steel RE+ Events