How to Storyboard Realistic AI Videos with Google Flow

In this video, I show how to storyboard and build a complete AI short film inside Google Flow, starting with one rough idea and planning every scene before generating anything. I walk through testing Omni Flash 1.1 for realism, creating consistent character and location references with Nano Banana Pro, connecting scenes with reference frames, and assembling the finished 40-second film in CapCut.

13 Businesses for the Age of AI

In this solo episode, I walk through the 13 businesses I think are left to build in the agentic era. I believe that in a world of agents and abundance, owning the right assets puts you in a better position. For each business, I explain what it is, why it holds up in a world of agents, and one or two examples, from Othership’s sauna clubs to Osmo’s window-cleaning robots. This episode gives you a map of where to build next, at any age.

The hidden geography of AI

Although often associated with the abstract “cloud,” artificial intelligence is profoundly anchored in physical reality and geography. As AI development surges, companies are increasingly driven by tangible constraints: electricity availability, land, infrastructure, and climate.

Tech giants like Google and Microsoft are securing massive power supplies, even tapping into nuclear energy, to support energy-hungry data centers. These facilities are shifting away from urban hubs toward remote, cooler regions to optimize cooling and costs. Furthermore, the AI supply chain relies on critical geographical choke points, notably Taiwan for advanced semiconductor fabrication and the Netherlands for specialized lithography equipment. Consequently, AI is evolving into a form of heavy industry where political stability, reliable grids, and access to raw materials determine the leaders of the next technological era.

Marketing Engineer: The $1M Job with AI Agents

In this episode I explain a role that I call the marketing engineer. I believe this person becomes one of the most valuable hires in tech in the next 18 to 24 months. I define the job, I show the four eras of marketing that lead to it, and I give the tool stack that makes it work. I use a commercial HVAC software company as a worked example, and I list six systems that a marketing engineer builds. I close with four ways to earn money from this skill and a 30-day plan to learn it.

George Friedman on the Myth of AI

Is AI an existential threat or will it become a fundamental part of human life?

In this recent clip from Talking Geopolitics, GPF Chairman George Friedman breaks down the technology life cycle, the myth of artificial “intelligence”, and its potential role in the US-China relationship and geopolitics as a whole.

Robinhood’s CEO Explains How AI Will CHANGE Investing

Robinhood CEO Vlad Tenev explores how AI is transforming investing and company productivity. Key highlights include:

Agentic Investing: Robinhood has introduced tools allowing AI agents to perform complex trading strategies, democratizing algorithmic trading. While AI is useful for optimizing portfolios—such as identifying tax-loss harvesting or fee-efficient funds—Tenev notes that humans remain essential for fiduciary responsibility and complex life planning.
Productivity Shifts: Within Robinhood, AI adoption is nearly 100%, shifting engineering roles from manual coding to overseeing AI agents that manage the development lifecycle.

Strategic Evolution: Tenev emphasizes that while Robinhood expands into new areas like prediction markets and banking, the core goal is maintaining a coherent, personalized user experience across all services.

Ultimately, Tenev believes AI will most disrupt active trading, while long-term passive investing remains largely unchanged.