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The AI Bubble Isn’t Where Everyone Thinks

and the Break Won’t Come From GPUs

MarketAlly · 2025-11-24 · David H. Friedel Jr.

The Endless Ocean of Data

Stars, black holes, and the constellations that will guide us

MarketAlly · 2025-09-05 · David H. Friedel Jr.

The Iteration Robotics Law: Why 2025-2045 Could Eclipse the Computing Revolution

When physical capability compounds like digital performance once did

MarketAlly · 2025-08-13 · David H. Friedel Jr.
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When the Builders Don't Die For five thousand years, every dynasty ended at the same biological constraint. That constraint is about to lift. David H. Friedel Jr. MarketAlly

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Are you considering running AI at home?

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The Local Tier Aizia 3
Private Money, Public Balance Sheet MarketAlly 3
Moral Letters to Lucilius Commentatio 5

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The Gate Cycle

Set the market conditions, then design a road and whether trust federates.

Symbey Try it From: The Road Becomes the Gate
Every number above is a lever

Set launch price, mass per kilowatt, economic life, build cost, and loss rate, then see break-even launch

Strikeline Try it From: The Number SpaceX Hasn't Filed
Open the door

Set the adaptation speed and watch whether the gap ever closes.

Mechanisms Try it From: The Locked Door
The Purpose Test

Set where sustained begins, how sensitive the hostility signal is, & where the line hits.

Symbey Try it From: The Purpose Test
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