The School · Season Three · Shelf 06 of 8
The Digital Future. The investable map of where the world is going.
7 courses26 lessons8 open
01
AI
The stack: chips, models, apps, agents. Who captures the value.
- 1.1The AI stack, layer by layerComing
- 1.2Who captures the value: the chips or the appsComing
- 1.3Agents: software that does the workComing
- 1.4The AI-native company, and the AI-native family officeComing
02
Robots and Labor
Humanoids, automation, what happens to work and wages.
- 2.1The humanoid timelineComing
- 2.2What happens to labor when labor is a productComing
- 2.3Wages, the labor share, and where the money goes insteadComing
- 2.4Owning the robotsComing
03
Chips and Energy
The physical layer: fabs, data centers, nuclear, the grid.
- 3.1The fab: the most complicated factory on earthComing
- 3.2The grid is the bottleneckComing
- 3.3What's Really Going On With Data Centers?Read
- 3.4Why Is Nuclear Suddenly Back ?Read
04
Crypto Rails
Stablecoins, tokenization, payments, settlement.
- 4.1Money that moves at the speed of the internetComing
- 4.2Stablecoins as the dollar's exportComing
- 4.3Tokenized everythingComing
05
Space
SpaceX, Starlink, the frontier as a market.
- 5.1Launch cost: the number that changed everythingComing
- 5.2Starlink: the business inside the rocket companyComing
06
The Sovereign Individual
Remote, jurisdiction, the digital nation, the alien entrepreneur.
- 6.1The book that predicted thisComing
- 6.2Jurisdiction as a choiceComing
- 6.3The alien entrepreneur: building from anywhereComing
07
The Seasons
The Quarterly and The Turn: the map, redrawn on schedule.
- 7.12025 / 2026Read
- 7.22024 / 2025Read
- 7.3Summer 2026Read
- 7.4Spring 2026Read
- 7.5Winter 2026Read
- 7.6Fall 2025Read
The school teaches the method. The office applies it to you.
MRTY teaches against your positions, your cash, your plan. Same lessons, your numbers.