A Pooled Model for Prevention

Insurance pools the loss. Collective resilience means pooling what stops the loss from happening in the first place and the institutions that once did…

Sep 16 • Mehrad Yaghmai

1

August 2026

An Act of War or an Act of God?

AI has made engineered disease a first-order security problem. It has also made visible how much of that threat needs no author at all.

Aug 5 • Mehrad Yaghmai

1

1

1

The Living Project

Consciousness Theory and why most First-of-a-Kind (FOAK) projects forget how to learn

Aug 2 • Mehrad Yaghmai

1

July 2026

The Crowd That Read One Book

On consensus machines, the collapse of variance & where I believe intelligence goes next...

Jul 18 • Mehrad Yaghmai

2

1

It's So Hot

Keeping cool in a heated week: London Climate Action Week & the importance of place

Jul 2 • Mehrad Yaghmai

3

May 2026

Holding SpaceX Through the IPO: When the 90% Still Lies Ahead

Re-running the Three Futures Test on my own position as the S-1 hits public markets

May 28 • Mehrad Yaghmai

3

The Capital Valleys Forum

Returns, Resilience and the Discipline of Place

May 14 • Mehrad Yaghmai

1

The Fastest Path Isn't the Obvious One

On speed, forced transitions and why the edge always wins eventually

May 3 • Mehrad Yaghmai

The Greatness of American Capitalism

Reflections from a week in DC with Fortune 500 CEOs, Cabinet Secretaries, Congress people, Finance Ministers and Central Bankers.

May 2 • Mehrad Yaghmai

2

March 2026

Nature Has Value. We Just Failed to Finance It.

My Notes from the Villars Institute Summit 2026

Mar 27 • Mehrad Yaghmai

2

1

“War Is Bad for Markets” and Other Ultra-Processed Takes

What AI context windows and capital allocators have in common

Mar 23 • Mehrad Yaghmai

4

2

1

Trump’s Ultimate Case for Energy Diversification (And Yes, Renewables)

On sovereignty, deterrence and wars that never start...

Mar 8 • Mehrad Yaghmai

3

1