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The FIFA World Cup is Not a Global Soccer Tournament. It is a Master Class in Asset Monetization.
Pre-Game I am not a sports guy. What can I say, for the entirety of my childhood and teenage years I could not get behind any one team with such fervor that would make me change weekend plans or TV viewing habits. Don’t get me wrong, I played sports (not particularly well, I might add), it just didn’t make the cut onto my adult weekly schedule. But once every four years, even I have to make an exception to the rule and become, at least for a few short weeks, a sports guy. The
Ariel Steinlauf
8 hours ago9 min read


Iran, Inc.: A Value Creation Plan for a Mismanaged Country
$4.79 per gallon. I left the gas station shaking my head. The war in Iran has had an undoubted effect on oil prices around the world and the price we pay at the pump, but it also surfaced one very interesting question about the impact of a country's ideological regime on its economic output: what could Iran's economy look like "under new management"? Back in 2011, Mary Meeker — then at Kleiner Perkins, now one of the most influential technology investors alive — published USA
Ariel Steinlauf
May 1412 min read


The Citrini Miscalculation OR How I Learned Not to Fear Agentic AI and Sleep Better at Night
On a Sunday night in late February, a Substack essay landed in hedge fund managers’ inboxes like a letter from a future nobody wanted. By Monday morning, it had erased roughly $300 billion in market value. Blackstone dropped 6.2% in a single session. KKR fell nearly 9%. IBM logged its worst day since 2000. DataDog, CrowdStrike, and Zscaler each shed more than 9%. The piece was "The 2028 Global Intelligence Crisis" by Citrini Research. The authors had the courtesy to frame it
Ariel Steinlauf
Apr 286 min read
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