This is the time of year I try to gather my observations and write them down. Most years, I craft a trend report or enumerate my "investable theses," but this year, I simply want to share what’s on my mind. These are not predictions or forecasts—just a collection of the ideas and concepts that have captured my attention. From the accelerating pace of innovation to the profound societal shifts driven by AI, here’s what I’m thinking about as 2024 comes to a close: Continue Reading →