J. Johnson

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The Augmented Human

The labor story inside BOND Capital’s May 2025 AI report is easy to flatten into a slogan. Either AI replaces people, or it “augments”...

The $212 Billion Bet: AI’s CapEx Gold Rush

The most important AI shift is showing up on balance sheets before it shows up in product demos. BOND’s May 2025...

The AI Economy’s Hidden Engine: Specialized Tools

The easy version of the story says specialized AI is outrunning general AI. That isn’t quite right. General assistants are becoming...

The AI Singularity Isn’t Skynet, It’s Speed:

Why 2025's Tech Shift Dwarfs the Internet's Dawn May 28, 2025 – The tech world loves a revolution. We’ve seen them before. But the current...

Products and Services from Both Futures: What We’ll Buy in 2045 ?

In one future, you'll rent everything and own nothing. In another, you'll own asteroids and rent experiences. Here's what's for sale in both timelines. The...

Making the Choice: The Manifesto for Abundance

We stand at the fork. Down one path lies carefully managed resource allocation. Down the other, explosive growth into the cosmos. This choice will...

The Brutal Transition: A Survival Guide for the Next 20 Years

Let's be honest: Whether we choose scarcity or abundance, the next 20 years will be brutal for most people. Here's who survives, who thrives,...

The Pattern Hidden in Plain Sight: How Humanity Always Chooses Expansion

Every time humanity faced resource limits, doomers predicted rationing and decline. Every time, we expanded instead. The doomers were always wrong. Here's why they're...

The Writing on the Wall: Why Everything Changes by 2035

In 2023, GPT-4 passed the bar exam. In 2024, AI agents started replacing junior analysts at major consulting firms. By 2025, the optimal employee...

Henry Ford: Genius, Wealth, and the Ego That Nearly Toppled an Empire

Henry Ford didn’t just build a car; he built the modern industrial age (PBS). But the same iron will that forged an automotive empire...

Must-read

What the SpaceX IPO Could Mean for Orbital AI Data Centers and AI Infrastructure Control

The useful way to read the reported SpaceX IPO is not as a listing event. It is as a possible financing event for bottleneck...

Open-Source Investing Agents: The 5 OpenClaw-Like Options That Actually Matter

The useful shift is not that finance software can now talk back. It is that a small group of open-source systems are starting to...

Will Tesla Terafab Reduce Nvidia Dependence and Change Competition in Physical AI?

A fab announcement is not a moat. It is more like a course correction — a sign of where a company thinks the shoals...
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