First Principles Investing

Investing from a Business Perspective

The fundamental tenet of Warren Buffett's investing philosophy, that allows anyone to take advantage of other people's fear and greed.

Mar 6 • The Golden Age

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February 2026

The Enduring Cycle of Automation

Lesson 6. Benefits of the regularly occurring technological advancements and how to use them to your advantage.

Feb 4 • The Golden Age

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The Great AI Unbundling, Disruption, and New Economic Models

Lesson 5. The “Infinite Interns” paradox; the future of “agentic commerce”; redefining the customer relationship in the age of AI.

Feb 3 • The Golden Age

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Enterprise's Slow Path from Automation to Disruption

Lesson 4. The “Absorb” phase of enterprise adoption of new technologies and the reality of deployment timelines.

Feb 2 • The Golden Age

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The Competitive Landscape of Generative AI

Lesson 3. Generative AI models’ commoditization, user engagement, and AI companies’ strategies.

Feb 1 • The Golden Age

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January 2026

From Chips to Power Grids. The Hidden Bottlenecks Behind the AI Gold Rush

Lesson 2. Analysis of the AI investment surge, supply chain and infrastructure bottlenecks, and evolving funding models.

Jan 31 • The Golden Age

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How Technology Platform Shifts Reshape the World

Lesson 1. Technology platform shifts, their impact, and how you can benefit from once-in-a-generation economic and technological change.

Jan 10 • The Golden Age

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November 2025

The Golden Age Manifesto: Building a World of Peace and Prosperity

Building wealth and maximizing freedom by applying first-principles thinking to solve the underlying causes of the challenges we face.

Nov 26, 2025 • The Golden Age

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