AI as Immigrants
"You can think about the AI revolution as a wave of billions of AI immigrants. They don't need visas. They don't arrive on boats. They
Page 32 of 53
Four Ideas (Energy edition): Energy Storage, AI in Energy, Clean Energy Politics, Renewable Partnerships
2 min read
paid
Four Ideas (Commodities edition): Silver & Platinum Surge, Geoeconomic Shifts, Oil Volatility, Commodity Investments
2 min read
paid
Four Ideas (Life sciences edition): AI Transformations in Healthcare
2 min read
paid
Four Ideas (AI edition): Non-obvious AI Trends Reshaping Markets
2 min read
paid
Four Ideas (Macro edition): Interest Rates, Energy Transition, Geopolitics, Freight Market
2 min read
paid
Four Ideas, Sunday Edition:
JUNE 22, 2025—GENERAL EDITION This is a weekly free look of our premium daily Four Ideas email. If you're not already a subscriber, sign up for a
2 min read
Weekend Reading: Who's Weird? Maybe We're Weird
Why, until recently, we were living the anomaly and now is normal
4 min read
Four Ideas (Energy edition): Energy Transition, AI in Energy, EVs, Gulf Renewable
2 min read
paid
Four Ideas (Commodities edition): Commodities Trends and Strategic Insights
2 min read
paid
Life Under Two: Debt, Deficits, and the AI Discontinuity
The U.S. is in the midst of a growth crackup that is causing it to distrust modernity itself
8 min read
Four Ideas (Life sciences edition): AI-Driven Innovations and Health Tech Partnerships
2 min read
paid