The world’s trade moves through a few narrow corridors: oil through pipelines and straits; containers through ports and shipping lanes; data through cables and satellites; and capital through payment networks and clearing houses.| Henry Gladwyn
Not too much paid for the best, but too many treated as if they might be| Henry Gladwyn
Thanks for reading!| Henry Gladwyn
We are living through a narrative breakdown.| Henry Gladwyn
World models, judgment loops, and the new architecture of trust| Henry Gladwyn
Hayek wrote that prices compress knowledge. But with AI we can go deeper — and model the knowledge itself| Henry Gladwyn
In place of security guarantees and surplus recycling, U.S. power now flows through chips, models, cloud, and compliance.| Henry Gladwyn
‘Practical men who believe themselves to be quite exempt from any intellectual influence…Madmen in authority, who hear voices in the air, are distilling in their frenzy some academic scribbler of a few years back’.| Henry Gladwyn
Our AI Summit last month (bringing together the CIOs of Canada’s leading pension plans with prominent investors, builders, and executives working in AI) was a great opportunity to raise my AI gaze from venture deals to AI as an investment theme, perhaps a generational one, that will impact every asset class.| Henry Gladwyn
Virtu, revolution, and life on the unreasonable frontier| henrygladwyn.substack.com
Click to read Henry Gladwyn, a Substack publication with hundreds of subscribers.| henrygladwyn.substack.com
