Key Insights on Military & Strategy

G7 summit agenda restructured to focus primarily on Middle East war consequences, compressing other topics into hours

• Anthropic lost Pentagon contract to OpenAI after refusing military applications, highlighting AI companies' limited value capture
• Congress appropriated $28.8 billion less than Pentagon's munitions request for FY26, creating severe funding shortfall before Iran war began
• Augustine's just war theory permits defensive violence to protect the weak and enact justice, distinguishing righteous warfare from aggression
• The 'learning budget' strategy involves dedicating 1-10% of monthly income to skill acquisition and business experiments
• "Come for the tool, stay for the network" - YouTube subsidized hosting costs to build network effects, a strategy blockchains can replicate through tokens
• The draft reveals a year with 7-10 elite titles but weaker middle-tier options, making category strategy crucial
• Rocket's acquisition strategy creates counterbalanced business: servicing profits rise when rates rise, origination profits when rates fall

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