This month, the ground shifted under our feet.
What we’ve defined as “infrastructure” for the past 50 years (office towers, broadcast studios, retail banks) are being replaced by new power centers: compute, creators, and code.
Take a moment to consider the gravity of today. The foundation of the economy is being cracked, dismantled, and redesigned.
We’re mid-rebuild.
Media is peak noise.
The hardest part is sense-making.
What matters today? What will matter 12 months from now?
These are questions that define careers, companies, and portfolios.
This month, I’ve created a synthesis report that ties September together to help make business and portfolio decisions easier. You can scan everything or zero in on the topics that matter most.
I’ve categorized everything by:
Future of AI
Future of Work
Future of Media
Future of Money
3 signals to track in October
