Amazon’s Next Act
The quiet convergence of logistics, compute, and ambient intelligence.
Long-Term Capital / Research Archive
Research
Long-form thinking on exceptional opportunities, structural change, and the ideas shaping our investable universe.AS OF 09 AUG 2026
11 min READ ↗
AI Infrastructure Is Becoming an Energy Story
Why the next constraint on intelligence may be measured in gigawatts.
Rocket Lab Beyond Launch
A vertically integrated space company hiding inside a launch narrative.