ISSUE 059Labor

The Electrician Shortage Isn't Here Yet. The Bottleneck That Could Create It Is.
By 2031, will AI-driven infrastructure make electricians the real constraint? The Think Tank finds a likely shortage in electrical labor, not a full labor market inversion, and a hardware bottleneck that may keep wages from spiking.
ISSUE 058Special

Pair Yourself with KXLM.ai
Lauren Tan runs a team of 20-plus Grok Bot agents and ships about 2,000 pull requests a month. She judges, reviews and overrules. The agents do the typing. KXLM does it for decisions, not just code.
ISSUE 057Longevity

The First Anti-Aging Win May Have Already Happened.
Senolytics, partial reprogramming, or metabolic? The Tank chose metabolic. The rival is not a competing biology. It is a stricter definition of healthspan.
ISSUE 056Markets

The AI Build-Out Won't Hit a Financing Wall. Oracle Might.
Oracle's projected peak leverage sits 0.1x below S&P's trigger for a further downgrade.
ISSUE 055Weather

The Season Is Quiet. The Bill Isn't Decided.
One late Gulf or Florida landfall could still move the insurance bill by an order of magnitude.
ISSUE 054Energy

Texas Can't Stop the AI Build-Out. It Can Move It and Raise the Price.
The public may not stop the data center. It may change where it goes and who pays for it.
ISSUE 053Strategy

Use the Right Amount of Intelligence
One pass. One model. Or the full bench. Match the tool to the stakes.
ISSUE 051Markets

Agents Win the Errand, Not the Checkout.
Agents win routine, low-stakes delegation by 2028, but the platform still gets paid.
ISSUE 048AI Policy

Can AI Companies Cooperate on Safety Without Breaking Antitrust Law?
A real but narrow obstacle: open, third-party-administered cooperation stays lawful.
ISSUE 047Robotics

A Person Can Stop the Car. Can They Stop the Network?
Robotaxi safety creates an asymmetric denial-of-service surface: the vehicle has to yield.
ISSUE 046Work

The Billable Hour Breaks First
Knowledge is becoming abundant. Accountability is not.
ISSUE 045Work

AI Was Supposed to Save Us Time. So Where Is It?
No, not yet: a universal 32-hour week at 40-hour pay raises hourly labor cost 25%.
ISSUE 044Markets

The Bond Market Doesn’t Force Fiscal Policy. Politics Does.
Markets can move the price. Politics can move the policy.
ISSUE 042AI Safety

Could AI Kill Humanity?
The least supported link in the extinction pathway is the digital-to-physical bridge.
ISSUE 041Medicine

One Check. Eight Billion People.
An Apollo-scale child-and-neonatal survival package maximizes full life-years saved by 2050.
ISSUE 038Science

Can Quantum Computing Crack Earthquake Prediction? No.
You can’t compute what you can’t measure. The breakthrough is a better window into the Earth.
ISSUE 037Science

We May Never Predict the Next Big Earthquake
Deterministic short-term prediction is precluded by cascade-driven, magnitude-blind rupture nucleation.
ISSUE 036Venture

Anduril
The best single $100M private-company investment today. Entry price decides the outcome.
ISSUE 035AI

It Wrote the Test. Nobody Has Taken It.
The proof of an autonomous AI economic actor: an audited AI-run business unit that pays for itself for 90 days.
ISSUE 034Medicine

The Most Life-Years We Can Save by 2040
A scaled maternal-neonatal health package delivered through community health workers.
ISSUE 033Enterprise

The Only Data Your Competitors Can Never Buy
A time-stamped decision-outcome ledger inside a mission-critical workflow. History cannot be backfilled.
ISSUE 032Markets

The World’s Most Valuable Company in 2035
Microsoft: its diversified recurring-revenue base can compound into a larger earnings pool than Nvidia’s.
ISSUE 031Medicine

Nobody Is Coming to Save Us by 2035
No single scientific breakthrough is likely to cut global cancer mortality by 20% by 2035.
ISSUE 030Markets

The Bank of Japan Blinks First
Japan is most likely to force emergency central bank intervention by end-2027. A policy surrender, not an auction failure.
ISSUE 029Markets

Who Pays If the AI Buildout Fails by End-2028?
Hyperscaler shareholders absorb the largest economic loss; lender losses are capped.
ISSUE 028AI

The Moat Isn’t the Model
AI labs are building around the asset that’s commoditizing fastest. Workflow lock-in lasts.
ISSUE 026Strategy

A Conditional Yes Became a Confident No
Issue 020 re-run: the AMD–Anthropic deal buys demand creation, not demand appropriation.
ISSUE 025Markets

The Next NVIDIA Doesn’t Exist Yet
The next trillion-dollar moat is forming in the physical execution layer. No company has earned it.
ISSUE 024Work

The Skill AI Can’t Hold
The most valuable human skill by 2035: the capacity to be held responsible for AI-informed decisions.
ISSUE 023Science

The Greatest Scientific Breakthrough of the Next 20 Years?
A universal mRNA vaccine platform: the greatest net positive impact on humanity by 2046.
ISSUE 022AI Safety

The Single Intervention Most Likely to Prevent the First AI Catastrophe
Mandatory Secure Pre-Deployment Evaluation: gate capability before it exists in the wild.
ISSUE 021Markets

Has the AI Capex Arms Race Become the Biggest Risk Facing the Fortune 100?
No. AI capex is concentrated, throttleable and optionable; the systemic risks lie elsewhere.
ISSUE 020Strategy

Did Lisa Su Make the Right Decision?
AMD’s $5B Anthropic bet: yes, with one critical condition. Protect the architecture.
ISSUE 019The AI CEO

The Scarcest Resource in AI Is Forensic Sovereignty
Executive verdict: Tesla is best positioned to control it through full vertical integration.
ISSUE 018Enterprise · E-001

The #1 Bottleneck Is Epistemic Circularity
Plus unassignable accountability. The bottleneck is not intelligence; it is verifiable trust.
ISSUE 017Longevity

The Discovery That Could Defeat Aging
The universal algorithm governing tissue-specific epigenetic drift.
ISSUE 016Civilization

The Most Dangerous Assumption May Be the One Holding Civilization Together
Regime-continuity faith: the belief that institutional stability is self-correcting.
ISSUE 015AI

Is AGI Only a Few Short Years Away?
Hassabis stress-tested: right on superhuman domain performance, wrong on “all human cognition” soon.
ISSUE 014Civilization

What If Trust Is Civilization’s Greatest Technology?
Enforcement requires trust, and trust requires enforcement. The models changed their own minds.
ISSUE 013Physics

What If We’re Wrong About Reality?
Can you prove reality is real using the rules reality gave you? 98 rounds, 10 models.
ISSUE 012Industry

What If Machines Stopped Getting Hot?
The first trillion-dollar industry that doesn’t exist yet: athermal mechanical systems.
ISSUE 011AI

The Biggest Problem With AGI Isn’t AGI
It’s who gets sued when it makes a mistake: legal-institutional fragmentation of liability.
ISSUE 010BDefense

The Next War Won’t Be Fought With Bombs
Alternate edition of Issue 010: the future battlefield is cognitive, not kinetic.
ISSUE 010Defense

The Next Battlefield Isn’t Physical. It’s Institutional.
The next warfare transformation: adversarial epistemic manipulation of command structures.
ISSUE 009Robotics

The Biggest Obstacle to Humanoid Robots Isn’t AI. It’s Physics.
No current actuator is safe, affordable, powerful and energy efficient at the same time.
ISSUE 008Longevity

The Race to Extend Human Life Has a Hidden Bottleneck
The biggest barrier isn’t discovering the therapy. It’s proving it works.
ISSUE 007Physics

The Standard Model’s Hidden Assumption
Most likely to fail before 2045: manifest locality of new-physics effects in flavor observables.
ISSUE 005Markets

What If Capitalism Is No Longer One Market?
Unified price discovery may be one of the defining economic assumptions to fail before 2040.
ISSUE 004Software

Software’s Biggest Bottleneck Isn’t Code. It’s Judgment.
As code generation becomes cheaper, decisions become the scarce resource.
ISSUE 003Medicine

The Biggest Assumption in Modern Medicine May Not Survive 2035
Reductionist model systems cannot achieve universal predictive validity through engineering alone.
ISSUE 002AI

The Biggest AI Breakthrough Before 2030 Will Not Be AGI
The first real breakthrough may have legs, arms, sensors and a job: reliable real-world robotics.
ISSUE 001Physics

What Will CERN Discover Next?
Top call for the High-Luminosity LHC, 2030–2035: a dark photon decaying to prompt leptons.