The Great Fragmentation: 2025 Macro Trends, AI Limits & The Future of Geopolitics
Welcome to The Deep Dive. Today, we act as investigative analysts to strip away the headlines and identify the hard forces shaping the world in 2025.
In this episode, we cover:
The End of Globalization: Why geopolitical risk is forcing a shift from efficiency to reliability, and how manufacturing is fleeing China for Vietnam and Mexico.
The Energy Revolution: How cheap solar and storage are creating a "death spiral" for traditional grid operators and fueling energy decentralization.
Technology & Society: The disconnect between billionaire bio-hacking (longevity) and the rise of digital…
The skinny
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