Soda·Oct 2, 2025Tragedy of the StriverVice President J.D. Vance’s comments about China have been living rent-free in my head for some time now.
Soda·Jul 26, 2025The American QuestionTo be or not to be an empire — that is the question America faces today.
Soda·May 21, 2025A Thielian Eternity: The Liberal End of HistoryRoughly two weeks before Donald John Trump was to reassume the Office of the President of the United States, Peter Thiel wrote a few words…
Soda·Jun 9, 2024What Happened To Optimism In America’s Tech Industry?A spectre is haunting venture capital — the spectre of pessimism.
Soda·May 26, 2024The Most Important Schism Within The U.S. That No One Is Talking AboutAuthor’s Note: I’m not writing to convince anyone of my perspective. I’m writing this because I want my thoughts on the record. This will…
Soda·Feb 19, 2024An Assay of the Modern AI Tech StackAuthor’s Note: An Assay is my version of a VC investment thesis. Read the Prelude section of An Assay of the Creator Economy to learn more.
Soda·Jan 22, 2024Red Planet Capital: The NASA-backed VC Firm That Never WasI’ve been on a roll with these defense tech articles I’ve been writing recently. It’s become its own little mini-series.
Soda·Jan 13, 2024SpaceX — The Promise and Potential of U.S. Industrial Policy?In an era of a diminished defense industrial base and VC preference for software startups, how does SpaceX exist?
Soda·Jan 12, 2024The $3.5 Trillion ‘Catch 22’ of Re-GlobalizationThere’s $3.5 trillion at stake behind the recent surge of VC interest in defense technology. But re-globalization may not be so easy.
Soda·Jan 11, 2024American Dynamism — Or Inertia?In an era of high interest rates and slowing venture capital activity, I was surprised to see a16z General Partner Katherine Boyle…
