The Great Bottleneck

I’ve spent my life building engines.

First, on the research and trading floors of investment banks, building financial engines to generate alpha. Then, as a tech investor, building engines of growth inside portfolio companies. Now, at my family office, we build AI engines to solve problems and create opportunities. I understand how to forge raw ambition and raw capital into a weapon.

But an engine, no matter how powerful, is useless without fuel. The most perfectly designed system is just a museum piece if it has no energy to power it.

This is the state of human civilization.

We are building god-like engines of compute with AI. We are designing robotic systems that can reshape the physical world. We are on the cusp of rewriting biology itself. We have a species-level engine capable of unprecedented creation and progress.

And we are running it on fumes.

We are arguing about the dregs at the bottom of the barrel. We fight wars over pipelines. We engage in massive geopolitical chess matches ov…