The Half-Life of Moats: Concentration, Conviction, and Decay
There is a particular sound a market makes when it stops thinking. It is really the sound of agreement.
Ziyaad Bhorat
South African. Rhodes Scholar. Too many degrees, not enough answers. Investor, strategist, and writer on capital, power, and civilization-scale systems. Founder, Melo Avenue Capital.
SpaceX, Anthropic, and the Opportunity Cost of Knowing
Single moments of commitment can define your life, sometimes with a price.
The Nienna-shaped valley between Pope Leo and Silicon Valley
To be grey seems a scandalous refusal of moral clarity. But between domination and love a world exists
AI and the Death of the Secret
Picture the moment someone first saw a living world in a drop of water. Something about the first time you prompted with AI...may not be so different.