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Ideas worth keeping. A collection of articles and conversations chosen for their lasting value. Original publication dates stay visible.

EP02322:06

SpaceX: The Next Revolution—At What Price?

Starlink is generating operating profit while SpaceX invests heavily in AI infrastructure. Can growing revenue and useful capacity produce enough cash to support the price? SpaceX is the listed parent behind reusable launch services, Starlink connectivity and an AI business inclu

Reviewed transcript

The SpaceX conversation: growth, capital and the price of the next revolution.

Perspectives · 14 Oct 2026

How to Analyze Advisor Disagreement: Turn Conflicting Views Into Testable Questions

Normalize inputs, map competing assumptions and build an evidence test, with an archived Microsoft illustration.

Turn conflicting research views into questions you can test.

Market Insights · 6 Aug 2026

AI Can Predict Biology. It Still Has to Survive the Human Body

Ten pharma and biotech forecasts reveal why the next AI advantage will belong to companies that can turn cheap prediction into clinical evidence, manufacturing, and patient outcomes.

Why useful prediction still has to become clinical evidence and patient outcomes.

Concepts · 19 Sept 2026

I Audited 4,523 AI Judgments. Here’s What I’d Check Before Trusting an Agent Team.

Across 377 assets, a simple vote and a risk-aware scoring system disagreed in 45% of decisive cases. An audit for builders of agent teams.

What an audit of 4,523 judgments reveals about trusting AI research teams.