Dror Poleg

2025-06-12 • future of work ai

The text discusses an ad created by a single person using AI tools to promote Kalshi, a prediction market. The ad was aired during the NBA Finals and is described as unhinged and compelling. The creator emphasizes the value of com...

2025-06-06 • investing strategies and insights private equity property valuation

The text discusses how private equity funds inflate the value of assets they purchase, allowing them to charge clients fees for unrealized profits. This practice benefits fund managers and investors in the short term, but poses ri...

2025-05-12 • software economics future of work ai

The text discusses the possibility of software becoming scarce and more capable, leading to humans reclaiming tasks currently done by software. It argues that in a world defined by superhuman software, every marginal unit of energ...

2025-05-02 • software kindness economics adaptation physics

The text discusses the 'Totalitarian Principle' of quantum mechanics, which states that anything not explicitly prevented by the laws of physics must ultimately occur. It explores how the constraints of space and time have collaps...

2025-04-20 • basketball playoff nba jayson tatum

The author reflects on the NBA playoffs and the importance of confidence and resilience in achieving greatness, using Jayson Tatum's journey as an example.

2025-04-10 • economics urbanism ai

The text discusses the mismatch between our economy and the world we built around it, shaped by industrial assumptions. It explores the rise of artificial intelligence and its impact on cities and workplaces, proposing a shift fro...

2025-04-08 • trade geopolitics future of capitalism and work

The text discusses the fundamental asymmetry between China and America in terms of innovation and manufacturing. It highlights America's contradictory policy response and proposes a shift towards industrialization, reallocation of...

2025-03-25 • behavioral science government urban planning real estate

The text discusses the challenges of enforcing rules and authority, using examples of a clogged toilet in an office building and a group chat between government officials. It emphasizes the importance of convenience over authority...

2025-03-19 • technology innovation economics uncertainty

The text discusses the fundamental change in the nature of the economy, emphasizing the shift from physical to intangible assets. It highlights the nonlinear production process of intangible assets and the need to embrace uncertai...

2025-02-21 • event london wework

The event in London will discuss how artificial intelligence will reshape cities, companies, and careers, drawing on insights from the author's upcoming book. The event will include a keynote presentation and a conversation about ...

2025-02-03 • openai remote work covid-19 white-collar jobs, blue-collar jobs

The text discusses the impact of AI on remote work, and how AI models can plug directly into conversations, documents, and work environments. It also mentions OpenAI's new tools, 'Operator' and 'deep research,' and their capabilit...

2025-01-24 • technology investing strategies and insights cryptocurrency bitcoin, blockchain

The text discusses the best investments made over the past decade, including Bitcoin, Ethereum, Solana, Nvidia, Palantir, and Oklo. It outlines investment criteria and the importance of memetic potential in investments. The author...

2025-01-22 • openai job search and transition agi cryptocurrency energy data center china future of capitalism and work city call of duty: modern warfare

The text discusses the mismatch between the economy and the physical world, including cities, office buildings, and housing systems. It also mentions the future of work, the state of cities, the demand for energy and data centers,...

2024-12-27 •

The author lists and briefly describes several books they enjoyed reading throughout the year, covering a wide range of topics from technology, history, biographies, and social sciences.

2024-12-19 •

The text discusses the evolution of delivering products and experiences from mass-produced to personalized, and how generative AI is blurring the line between mass and personal. It also explores the concept of 'precise mass' in en...

2024-12-10 •

The blog post discusses the book about Nvidia and how the company has embraced remote and distributed work. It highlights the company's unique approach to talent, including hiring, managing, and retaining employees. The post also ...

2024-12-05 •

The text discusses how the relationship between inputs and outputs is no longer linear, and how the distribution of productivity is becoming increasingly skewed. It argues that we need to start thinking about inequality in a new w...

2024-12-02 •

The text discusses the implications of generative AI, inviting Prakash Narayanan to share his insights. It explores the current state of AI, its implications for investments and careers, and strategies for embracing new tools and ...

2024-11-28 •

The blog post tells the story of how an agricultural crisis in 1959 led to a marketing pivot for cranberries, and how a viral TikTok video in 2020 transformed Ocean Spray's marketing strategy. It highlights the changing landscape ...

2024-11-21 •

The text discusses the changing nature of value creation in the economy, focusing on the increasing importance of intangible assets over physical ones. It explores the implications of this shift for real estate, urban development,...

2024-10-21 •

The author shares insights from his speaking engagements and upcoming book, as well as key points from a recent podcast interview. He discusses the unpredictable nature of the economy, the shift in real estate from passive assets ...

2024-09-27 •

The blog post discusses the challenges cities face in adapting to post-pandemic realities. Dror argues that cities are stuck in outdated paradigms, failing to adapt quickly enough to modern needs, which could lead to economic disr...

2024-07-21 •

The blog post discusses the changing relationship between economic activity and office demand in cities. Historically, economic prosperity meant full offices and thriving cities, but this is no longer the case. Cities need to dive...

2024-05-10 •

The blog post reflects on the life and legacy of Jim Simons, a renowned mathematician and founder of Renaissance Technologies. Simons's Medallion Fund achieved unprecedented success with an average annual return of 66% over three ...