Luke Knight Not true. Europe is pushing the frontier in many areas. And America needs them in this new Cold War. Americans should invest in Europe and help grow their best companies.

It’s the beginning of AI eating old-gen security Anthropic may not put an endpoint agent on your laptop, but the value of that agent is about to plummet Endpoint agents will soon be rendered into “dumb” sensors Value accrues to the AI doing "work" on top of the endpoint data

The "Power Law" distribution of VC returns is at all time highs, and pushing new highs every year. No points for guessing what happens to this chart in 10 years. There is a "New Cold War" and a "Re-acclerating Technology Curve".

Indian exports to USA (which is mostly IT services exports) = $80B. India GDP = $4.5T compounding at 8%. India net winner or loser in AI? 🤔

AI unlocks "Robotics" and "Drug Discovery" making them "Power Law" sectors of the very near future

Welcome to the “New Epoch” where “Resilience” is the only currency that matters.

ApoStructura 1. Drones were a major factor in this attack. 2. Long-range drones and hypersonic missiles will be the only weapons that matter when not fighting an opponent several tech levels below you. Aircraft with people in them will unfortunately die very quickly.

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Resilience is the only currency in today’s new epoch.

When we partnered with Lorenz Meier and the Auterion team to lead their Series B, our conviction was based on a simple reality: the future of Allied deterrence is software-and-autonomy-defined. Legacy, monolithic, closed-system, software and hardware cannot scale to meet the

The re-accelerating technology curve.

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Man is going back to the Moon for the first time in 50 years. SpaceX is preparing to go public at $2T. The space category is repricing in real time — and the companies building the infrastructure layer underneath it are still valued like Series B startups.

Artemis II just flew around the Moon. Beautiful and historic. But the investment opportunity isn’t the mission — it’s the industrial base required to sustain what comes after. Space factories manufacturing satellite buses, propulsion systems, and space infrastructure at scale

I wrote this 7 months ago. Today the Strait of Hormuz is closed, the US is at war, and the techno-geopolitical race is no longer a thesis — it’s the operating environment. Resilience is the only currency in this new epoch.

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