Research before consensus
Frontier Intelligence tracks the technologies, companies and capital shaping the next decade.
I do not treat sectors as separate. AI moves into biology. Digital money becomes infrastructure. Sensing and robotics change human capability. New capital models change who can build and who holds control.
I use field research, direct conversations, company analysis and cultural signals. The aim is simple: better judgment before the market agrees.
What I track
Artificial intelligence and sovereign compute
Models, agents, compute, energy, embodied intelligence and who controls the stack.
Digital finance and stablecoin infrastructure
Stablecoins, settlement, tokenized assets, digital identity and the institutions forming around programmable money.
Biotech, longevity and neurotechnology
Programmable biology, diagnostics, gene and cell technologies, longevity, brain health and biological intelligence.
Human capability, sensing and robotics
Affective technology, wearables, sensing, human–machine interfaces and robotics that extend human agency.
Frontier venture capital
New fund models, family-office strategy, deeptech commercialization, capital flows and the path from science to investable platforms.
Culture as infrastructure
The symbols, scenes and communities that decide whether technology is trusted, desired and used.
Current research
Four research hubs hold the ongoing work. Each brings together a thesis, company dossiers, investment questions and primary evidence.
01 — INTELLIGENCE SYSTEMS
Sovereign AI & Compute
Models, compute, energy, orchestration and the strategic control of intelligence infrastructure.
02 — FINANCIAL RAILS
Digital Finance & Stablecoin Infrastructure
Programmable settlement, reserves, issuance, custody and institutional distribution.
03 — FRONTIER CAPITAL
Deeptech Venture Capital
Quantum, energy, advanced science and milestone-driven frontier investing.
04 — CULTURAL INFRASTRUCTURE
Proof of Culture
Public culture, perception science, cryptography and decentralized creative systems.
Travel, personal histories and studio notes live in Backstage.
Selected essays and field notes
- Proof of Culture — how public art, perception science, affective technology and decentralized culture inform innovation strategy.
- The Sovereign Intelligence Manifesto — a framework for technological progress, distributed capability and human agency.
- AI Is Not the Future of Humanity. Consciousness Is. — from Federico Faggin to affective and human-centered intelligence.
- Building EMOTITECH — sensing, emotional intelligence and the next human capability layer.
- TOKEN2049 Singapore — field intelligence from global digital finance.
- Inside the world’s first Bitcoin country — adoption, infrastructure and the political reality of digital money.
- Signals in the Noise: CES 2026 — separating technological theater from durable product signals.
- Davos 2026: Loud AI. Quiet Brain Revolution. — brain health, cognition and the less visible frontier of human performance.
How the research is used
- Independent sector and startup landscapes
- Venture and investment-thesis development
- Strategic positioning for frontier companies and funds
- Cross-sector opportunity and risk analysis
- Briefings for founders, investors, family offices and boards
Editorial inclusion is independent and does not imply an investment, advisory relationship or endorsement. Where a relevant relationship exists, it should be disclosed in the individual article. Nothing published here is investment advice.
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Independent editorial series
Latest Frontier Capital Signals
Selective reviews of the companies, technologies and capital movements shaping sovereign capability and the next generation of infrastructure. This series is separate from the personal journal.
Frontier Capital Signals — July 2026
A selective review of the funding events and strategic signals shaping frontier technology, sovereign capability, and the next generation of infrastructure.
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