Strategist & Futurist
Keeping humanity at the center of intelligence.
Keynotes, investigations and briefings on who is building the layer that runs our lives, and on whose terms.
New investigationFiled in Beijing, Cited in WashingtonChina keeps the genetic samples; Washington cited China’s own approvals as evidence. One seat sits in both files.Read the investigation, or watch it in 78 seconds →
TEDx Boston
The Thesis
Uruk3500 BCE
Now2026
For the first time since the first city, the nine functions of a human life are converging into a single infrastructure layer. Whoever owns that layer sets the terms of being human. The investigations, the letters and the talks all follow from it, and the doctrine of cognitive sovereignty is how to act on it.
Read the thesis in four minutes“Invisible control is more dangerous than visible control because it destroys cognitive sovereignty, your ability to trust your own perception of reality.”
From the thesis
Keynotes
Keynotes, board briefings and closed-door sessions, built on the thesis and rebuilt for every audience.
The Keynote
The Next Liberalism
The political architecture for the platform age. The room leaves with the wheel, not another spoke.
Request this talkFor Boards & Strategy
The Two-Stack World
The US–China AI split, mapped from primary sources in the original Mandarin, translated into operating decisions.
Request this talkFor Every Audience
No Human Left Behind
How AI can lift everyone, and what it takes to make sure it does.
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Nigeria House · Davos
Who writes the rules?
The room came for the answer.
Basel Investor Forum
No Human Left Behind,
for the people who allocate capital.
Track Two · Albanian Embassy
A head of state and a Lieutenant Governor, brought to one table.
The Terms of 2051 · London, October
And the rooms he builds himself.
I / IV
Now Booking
The Season
Ahead
Horasis Global
Medellín · November
Davos
January 18–22
Washington, D.C.
February
Replies are read personally.
From the desk
Investigations built from grant tables, filings and primary sources, and the letters that go out when there is something to say.
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The Library
Every analysis, investigation and filing, 111 pieces read at the source, arranged into the seven questions they keep asking.
One chip, seven stops · Follow the chain
The Record
“Excellent work, the information is very relevant.”
Deputy Senior Director · National Security Council
“One of the most innovative pieces of legislation I’ve ever seen.”
Graham Ryan · MIT AI Risk Initiative
“The best memo anyone’s written on it.”
Kathleen Kennedy Townsend
On the public record
UK House of Commons
Written evidence, on the parliamentary record
Hosted at parliament.uk ↗
The White House · OSTP
Public comment on national AI policy
Hosted at regulations.gov ↗
The Diplomat
China’s 5-Year Plan Has Moved Beyond the Chip War. Washington Hasn’t Noticed.
March 2026 ↗
China Brief · Jamestown
The Chip Packaging IP That Export Controls Cannot Reach
Read at jamestown.org ↗
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The rooms
Who asked for the analysis, and the Track II diplomacy he has been part of.
Cited, not endorsed. Every name links to a document in the full record.
Stay Close
I
Read
Three ways to follow the work, from a weekly letter to the full research desk.
Every Monday
The Monday Letter
The argument with every source, one letter a week, when there is something to say.
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Thursdays
Notes
Short, handwritten and numbered, with a photo of the notebook page.
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The research desk
The Pacific Divide
The China analysis in full, read from the original Mandarin, with the documents attached.
Visit the desk ↗
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II
Convene
Private dinners where the people deciding on AI sit at one table, under the Chatham House rule, and leave with a written record of the calls the table made.
The Macartney Problem
The Ritz, London · October 22
The Monday Letter
Read the Next One First
One letter a week, with every source. The four-minute brief behind the thesis comes first. Free, and complete.
The coverageBefore the coverage catches up
Read the next one first.
The headlines said the machine might kill you. The document under them says something else. One letter when there is something to say. No sponsor, no advertiser.