Metablog

Deep Tech Rising

Smart capital is shifting from software to frontier technologies with urgent buyers | Continue reading

@driftsignal.com | 1 day ago

"It’s Easier to Be Born Global than to Become Global": An Interview with Martin Mignot

European founders must choose their American expansion archetype wisely | Continue reading

@driftsignal.com | 8 days ago

Europe’s Missing Links

Collaboration and strategy will determine whether Europe builds systems or stalls in niches | Continue reading

@driftsignal.com | 15 days ago

Late-Cycle Investment Theory: Q3 2025 in 10 Snapshots

From GPU traders to keiretsu partnerships, ten signals that we're living through the 1970s of tech | Continue reading

@driftsignal.com | 22 days ago

Capitalism in the AI-Powered Economy

Market structure and institutions will determine whether surplus flows to capitalists, consumers, or workers | Continue reading

@driftsignal.com | 28 days ago

AI, Productivity, and Prosperity

Economic gains from AI depend on who captures and reinvests them | Continue reading

@driftsignal.com | 1 month ago

Europe's New Industrial Challenge

Europe cannot match China's scale—but it doesn't need to | Continue reading

@driftsignal.com | 1 month ago

Britain Then, America Now

Nations rise on industry but fall when they rely solely on finance | Continue reading

@driftsignal.com | 1 month ago

The Programmable Capital Revolution

Tokenisation will fundamentally restructure global finance, but the shift will take a decade | Continue reading

@driftsignal.com | 1 month ago

The Secret History of France's Civil Nuclear Programme

How institutional design built energy independence—and why it couldn't last | Continue reading

@driftsignal.com | 2 months ago

“Apple's Dependence on China Is Hard to Overstate”: An Interview With Patrick McGee

One company's manufacturing choices reshaped the balance of global power | Continue reading

@driftsignal.com | 2 months ago

Welcome to the 1970s of Tech

When paradigms mature, stagflation follows | Continue reading

@driftsignal.com | 2 months ago

AI Depends on More Than Software

The compute-energy stack determines who captures value in the AI economy | Continue reading

@driftsignal.com | 2 months ago

Europe's Fast-Closing Carbon Window

Carbon pricing alone cannot build industrial champions | Continue reading

@driftsignal.com | 3 months ago

From Petrostates to Electrostates

The 1970s redux: AI drives the next great energy dislocation | Continue reading

@driftsignal.com | 3 months ago

Can America Escape the Triffin Dilemma?

Investment abroad and digital infrastructure could replace trade deficits | Continue reading

@driftsignal.com | 3 months ago

Why Manufacturing Is Harder Than You Think

The West needs more than money to rebuild its factories | Continue reading

@driftsignal.com | 3 months ago

Digital Shōsha: How America Could Rebuild Its Industrial Trade Infrastructure

Erebor positions itself as a test case for linking finance, technology, and production | Continue reading

@driftsignal.com | 4 months ago

Late-Cycle Investment Theory: 10 Recent Snapshots

From AI to money to energy, late-cycle dynamics are reshaping everything | Continue reading

@driftsignal.com | 4 months ago

Financial Repression Isn't What It Used To Be

When rich countries act poor, something fundamental has shifted | Continue reading

@driftsignal.com | 4 months ago

After the Global Factory

How Apple mastered global manufacturing—and why that era is ending | Continue reading

@driftsignal.com | 4 months ago

The End of Private Equity's Golden Age

Why the next chapter will look nothing like the last | Continue reading

@driftsignal.com | 5 months ago

Late-Cycle Investment Theory

The foundation for the coming decade | Continue reading

@driftsignal.com | 5 months ago

“China and America: The Error Bounds Are Larger Than We've Seen in Decades”: An Interview with Jordan Schneider

Drift Signal #256 | Continue reading

@driftsignal.com | 5 months ago

Outmanufactured: How China Leapfrogged the West

Drift Signal #255 | Continue reading

@driftsignal.com | 6 months ago

“Crypto will have won when you use blockchain without knowing it”: An Interview with Marieke Flament

Drift Signal #254 | Continue reading

@driftsignal.com | 7 months ago

Europe Must Build: A Strategic Reset

Drift Signal #253 | Continue reading

@driftsignal.com | 7 months ago

“Let Startup Nation Go to War”: An Interview with Amir Mizroch

Drift Signal #252 | Continue reading

@driftsignal.com | 8 months ago

The ESL Way: A Cold War Playbook for Modern Defence

Drift Signal #251 | Continue reading

@driftsignal.com | 8 months ago

Will Trump (and Musk) Break the Greatest Investment Platform Ever Built?

Drift Signal #250 | Continue reading

@driftsignal.com | 8 months ago

Who Will Be the Japan of the AI Era?

Drift Signal #249 | Continue reading

@driftsignal.com | 9 months ago

The Great Reset: From Startups to What's Next

Drift Signal #248 | Continue reading

@driftsignal.com | 9 months ago

11 Things I Learned About Fraudsters

European Straits #247 | Continue reading

@driftsignal.com | 1 year ago

Key Ideas: Which Hold Up the Test of Time?

European Straits #246 | Continue reading

@driftsignal.com | 1 year ago

The Year Ahead for Alternative Assets

European Straits #245 | Continue reading

@driftsignal.com | 1 year ago

Software Can Only Eat So Much: A Look At 10 Industries (Part 1)

European Straits #244 | Continue reading

@driftsignal.com | 2 years ago

What High Interest Rates Do To Startups

European Straits #243 | Continue reading

@driftsignal.com | 2 years ago

Who (And Where) Are Today’s Innovators?

European Straits #242 | Continue reading

@driftsignal.com | 2 years ago

Innovation: Uncertainty, But Not Too Much

European Straits #241 | Continue reading

@driftsignal.com | 2 years ago

Empowering Innovation: Real-Life Examples

European Straits #240 | Continue reading

@driftsignal.com | 2 years ago

Startups: The Door Is Closing

European Straits #239 | Continue reading

@driftsignal.com | 2 years ago