Long-form
21 articles tagged long-form.
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Why Lovable Becomes Worthless
There is a specific category of AI startup that looks like a rocket ship right now and is, in fact, a sandcastle at low tide. Lovable is the cleanest example…
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The Moon — A Public Brief
A public brief on the question of lunar return and resource utilisation. What is being proposed (crewed return, in-situ resource use, the Moon as staging point)…
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The Moon Treaty Framework — Outer Space Treaty, Artemis Accords, and What Is Actually Settled
Document 2 of the Moon set. What the 1967 Outer Space Treaty actually says and does not say; why no follow-on treaty has emerged since 1975; why the 1979 Moon Agreement failed…
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The South Pole Crater Question — Shackleton, Chang'e 7, and Artemis III
Document 3 of the Moon set. The number of viable landing sites at the lunar south pole is small, perhaps a dozen…
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Helium-3 and the Fusion Argument — What Is Strong, What Is Magical Thinking
Document 4 of the Moon set. The single technical claim used to justify the largest investments in lunar return: that lunar helium-3 will fuel fusion reactors on Earth. The strongest case (Kulcinski…
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The Moon as Staging Point — A Conditional Argument, Examined
Document 5 of the Moon set. The argument that the Moon is justified because it enables Mars and onward missions. The strongest case (gravity-well physics, infrastructure lessons learned…
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UK Migration — The 2022-2024 ILR Cohort
A standalone analysis of the 2022-2024 net-migration peak ("Boriswave" in informal political usage). The cohort that arrived during the 2022-2024 net migration peak (906,000 in 2023) is now reaching…
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UK Migration — Housing Supply
A standalone analysis of the relationship between migration and the UK housing crisis. What the data does show about migration's contribution to housing pressure, what it does not…
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UK Migration — Crime, Trust, and the Debate
A standalone, careful treatment of the topic at the centre of trust collapse in UK migration policy. Confidence labels (high / medium / low) at every claim level. The foundational data gap…
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UK Migration — Why Britons Are Leaving: Three Threads, Three Kinds of Evidence
A focused reference on why British nationals are emigrating from the UK as of May 2026. Three threads with very different evidence quality: young Britons (the largest cohort…
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Should We Build Mars? — A Public Brief
Document 5 of the Building Mars set. A thirty-minute brief for general readers. What is being proposed for Mars, what the strongest arguments for and against the project are…
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Mars Industrialisation — Investor Memo
Document 1 of the Building Mars set. A decision memo for capital allocators evaluating whether to deploy investment into the operating entity, the supply chain…
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Mars Industrialisation — Policy White Paper
Document 2 of the Building Mars set. The regulatory and international framework. Written for policymakers, regulators…
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Mars Industrialisation — Technical Reference
Document 3 of the Building Mars set. Engineering architecture, the eight specific compression moves that take the timeline from a 50-year baseline to roughly 25 years, the phased plan…
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Mars Industrialisation — The Case Against
Document 4 of the Building Mars set. The strongest version of the case against large-scale Mars industrialisation as currently conceived…
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Mars Industrialisation — Ethical and Philosophical Analysis
Document 6 of the Building Mars set. Questions that cannot be resolved by engineering. The moral standing of indigenous Mars life, the ethics of planetary alteration…
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Mars Industrialisation — Reference Materials
Document 7 of the Building Mars set. The reference appendix. Full assumptions ledger, target company list with funding status and acquisition rationale, capital sources and investor map…
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The train
A piece from the notebook. About the difference between the people who moan about the destination and the people who keep the engine going. About the driver who does not know where the train is…
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VC: most fail, most suffer, some win lots — does society win or lose?
An open question on venture capital. Seven analytical frames in parallel, evidence labelled by strength, anchored in US/UK/EU as a natural experiment. A short prologue addresses the reader directly…
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From talent to transaction — twenty years inside an accelerator program
The predecessor synthesis on accelerators, useful for readers interested in how accelerators relate to the broader venture-capital ecosystem. Treats acceptance into an accelerator as a structural…
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Inheritance Tax and the UK Tech Cohort — full version
The complete paper, with international comparators and a detailed treatment of what different evidence would mean.