Notes from the frontier.
Essays on intelligence, money, health, and sovereignty in the age of AI.
The Next Frontier: Sovereignty
An open letter to the Medici of intelligence.
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ZeroPoint Capital: An SOV Ventures Incubation
A case study in building from zero: how SOV incubated ZeroPoint Capital, a fully autonomous, Bitcoin-denominated hedge fund run by an agentic fund manager.
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Post-AGI Capital: Investing for Human Sovereignty
When intelligence becomes abundant, sovereignty becomes scarce — and the most important investments preserve human freedom, independence, and optionality.
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Why Agency Is Not Enough
AGI may massively increase what you can do while quietly reducing what you control. That gap, between agency and sovereignty, is the whole game.
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The Rise of the Generative Individual
As execution becomes abundant, novel generation becomes scarce — and the Generative Individual becomes a sovereign actor.
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Hello, New World
Institutions still exist, markets still trade, and money still moves — but the operating system underneath it all has changed.
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The Cost of Intelligence
AI security is failing because it is built on information that lies about its own cost.
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Bitcoin, It's About Time
As AI drives the cost of output toward zero, the scarce resource is no longer intelligence or capital. It is time, and the judgment to spend it well.
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Why Bitcoiners Need a Sovereign Wealth Fund
History suggests that capital without institutional expression does not remain sovereign for long.
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The Great Repricing
When intelligence becomes abundant, everything gets repriced. Execution falls toward zero, while the genuinely scarce — judgment, sovereignty, and sound money — is revalued upward.
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