Category: Investing
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A generic framework for investors who refuse to profit from intentional or grossly negligent destruction – extended beyond armed conflict 0. The Precedent The war‑windfall protocol established a principled trigger: if a portfolio company profits from contracts intended to cause harm or kill during active conflict, the incremental gain is ring‑fenced and neutralised. A standalone…
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A framework for investors who refuse to profit from armed conflict – with an intent‑based trigger and a sanctions failsafe 1. The Investor’s Dilemma You are a GP. Your fund backed a satellite imaging startup built for flood monitoring. Then a war broke out. The startup’s revenue tripled – partly from humanitarian agencies tracking refugees,…
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A governance and capital allocation model for dual‑use technology startups 1. Problem Statement: Dual‑Use Inevitability Modern infrastructure technologies are intrinsically dual‑use. A satellite imaging system designed to monitor crop health can locate a tank column. An industrial IoT network built for predictive maintenance can relay coordinates for a precision strike. A cloud platform optimised for…
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The code is free. The weights are downloadable. You can run Llama 4 on a laptop, fine‑tune Mistral on a single GPU, and spin up a chatbot using nothing but open‑source libraries. And yet, some of the most valuable companies in AI are not the ones building the models. They are the ones building the…
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Palantir is the stock market’s darling. Its platforms power the CIA, the NHS, and some of the world’s largest corporations. Its ontology is a thing of beauty – for those who can afford it. But beneath the glossy dashboard lies a model built on vendor lock‑in, opaque black‑box algorithms, and a growing catalogue of human‑rights…
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Gen Z is drinking significantly less than Millennials or Gen X did at the same age. The decline is not a youthful phase. It is a structural shift in how this generation seeks risk, novelty, and connection. But the drive to lose control has not disappeared. It has moved – from the pub to the…
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Liz Parrish injected herself with experimental gene therapies a decade ago. She was a guinea pig, a visionary, a flagrant rule-breaker – depending on who you ask. Her reported outcomes are spectacular: longer telomeres, sharpened cognition, increased muscle mass. But a single data point does not constitute science. The question is not whether gene therapies…
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Finland’s birth rate is 1.3 children per woman. The number of people over 65 will soon exceed the number of minors for the first time in history. And yet, while politicians debate pocket‑knife deportations and alcohol‑home delivery, a simple, obvious, demographically critical intervention sits ignored. The independent single mother – financially stable, career‑established, often over…
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The coffee shop economy runs on low margins, algorithmic control, and the disposability of labour. But beneath the surface of Finland’s demographic crisis and Europe’s sluggish productivity, a quieter revolution is unfolding. It is not about politics. It is about infrastructure. Tokenization – the conversion of rights to an asset, identity, or agreement into a…
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The platform economy promised flexibility. It delivered precarity. The coffee shop economy runs on low wages, no security and algorithmic control. Platform cooperatives, partially worker-owned companies and the Societas Europaea (SE) offer a structural counterbalance. But they all face the same three problems: raising capital without ceding control, governing at scale without bureaucracy, and giving…