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The Party of Indefinite Optimism: Liquidity Flows, Zombie Stumbles, and China's AI Sputnik
Liquidity is the lifeblood of this indefinite optimism, the belief that progress happens by accident, not design. Builders, not dreamers, will tip the…
Sep 21
•
Guillermo Valencia
13
7
The Bell Curve of Truth: How Ideas Like Crypto Go From Laughable to Inevitable
All truth passes through three stages. First, it is ridiculed. Second, it is violently opposed. Third, it is accepted as being self-evident. — Arthur…
Sep 14
•
Guillermo Valencia
17
4
The Four Levels of Power: Why Today's Geopolitics Feels Like a Video Game Upgrade Gone Wrong
In this new Cold War, conquest is a bug, creativity the feature.
Sep 7
•
Guillermo Valencia
25
8
August 2025
Decoding Semiconductors: A Game Theory Guide to Monopolies, Shifts, and Strategic Bets
The era of merely building tech companies is over—it's now about fostering self-evolving tech ecosystems.
Aug 31
•
Guillermo Valencia
22
3
From Oil to Electricity.
Navigating Global Chokepoints – From the Malacca Strait to the Venezuelan Wild Card.
Aug 29
•
Guillermo Valencia
21
4
From Hoarding Answers to Hunting Context: How Education Must Change in the AI Age.
For centuries we trained people like machines: memorize, regurgitate, pass the test. That era is over. In the age of AI, speed and recall are…
Aug 23
•
Guillermo Valencia
14
Why Nations Fail: Trapped in the Eternal Cycle of Power Games, the Colombian Case
Escaping the Trap of Mimetic Rivalry Through Innovation and Renewal
Aug 17
•
Guillermo Valencia
16
2
From the Order of Globalization to the New Paradigm of Networks
The old world was understood in averages: GDP as a nation's average.Stock indices as the market's average.Real growth occurs in specific nodes that…
Aug 10
•
Guillermo Valencia
15
Copper: The New Oil in the Age of AI and Electrification
Copper's oligopolistic structure—top 10 companies control ~50% of production, top 10 mines ~40%—amplifies volatility. Geographically: Chile (27%), Peru…
Aug 3
•
Guillermo Valencia
27
7
July 2025
Materialistic AI Idols vs. Quantum Consciousness.
From an Apocalyptic Clash of Circuits and Souls to the Enlightenment 2.0
Jul 27
•
Guillermo Valencia
11
8
AI's Energy Boom
How Growing Power Needs Show We're Advancing as a Society—and Why Nuclear is Key to Keep Going
Jul 20
•
Guillermo Valencia
15
1
Life's Cosmic Engine: Transforming Energy into Expanding Consciousness
At its heart, civilization is life's amplified echo—a system for channeling more energy into complexity. The more we harness, the further we expand.
Jul 17
•
Guillermo Valencia
4
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