World 1.0 |
World 2.0 |
110 successive months of job growth |
10 million jobless claims in 2 weeks |
10 year bull market across sectors |
Winners and losers with extreme outcome inequality |
Full employment |
30% unemployment |
Base rate thinking |
First principles thinking |
Physical |
Digital |
Office by default |
Remote by default |
Office for work |
Office for connection, community, ecosystem, makerspaces |
Suit, tie, wristwatch, business card |
Good lighting, microphone, webcam, home office background |
Commute + traffic jams |
Home + family |
Last mile |
Only mile |
Restaurants |
Groceries + delivery |
$4 toast |
Sourdough starter |
Walkscore |
Speedtest |
Cities |
Internet |
$100k for college |
Not paying $100k for a webinar |
City |
Countryside |
YIMBY |
NIMBY |
Internal issues |
Exogenous shock |
Lots of little problems |
One big problem |
Stupid bullshit |
Actual issues |
Too much technology |
Too little technology |
Complacency |
Action |
Years |
Days |
Policy |
Capacity |
Ideology |
Competence |
Assume some government competence |
Assume zero government competence |
Institutions |
Ghost ships |
WHO |
Who? |
Trusted institutions |
Trusted people |
Globalization |
Decoupling |
Just-in-time |
Stockpile |
Tail risk is kooky |
Tail risk is mainstream |
NATO |
Asia |
Boomers most powerful |
Boomers most vulnerable |
Productivity growth collapse |
Economic collapse |
Social services Democrat |
UBI Communist |
Propaganda |
Propaganda |
Deficit hawks |
MMT |
Corporate debt |
Government debt |
Techlash |
Tech a pillar of civilization and lifeline to billions |
Break up Amazon |
Don’t break up Amazon!!! |
Avoiding social issues |
Avoiding layoffs |
Sports |
Esports |
Phone is a cigarette |
Phone is oxygen |
Resource depletion |
$20 oil, $0.75 watt solar, <$100/kwh batteries |
Stasis |
Change |
Low volatility |
High volatility |
Design |
Logistics |
Extrovert |
Introvert |
Open |
Closed |
20th century |
21st century |