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Macrowise Newsletter

Guillermo Valencia

Investing in the Digital Renaissance

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues299SubscribersRead macrowise.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Why a Billionaire Spent Seven Hours Talking About the End of the World

In the fall of 2025, Peter Thiel did something strange.

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Cognitive Attractors

Compute is a commodity.

9 days ago
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The Death of Moore’s Law, Six Architectures Taking Its Place, and Why Tesla Is Building a Chip Factory

In 1965, Gordon Moore noticed something: the number of transistors you could fit on a chip was doubling every year. He published a four-page paper about it. The semiconductor industry took that observation and turned it into a self-fulfilli...

16 days ago
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The Anaconda’s Final Move: Game Theory at the Edge of Hormuz

> ⚠️ EDITORIAL NOTE — READ BEFORE CONTINUING: This article is a geopolitical scenario analysis, not a news report. The Iran-US conflict described here — Day 38, Operation Epic Fury, the Strait closure, casualty figures, ship transit counts,...

23 days ago
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5

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Authors

The writers behind this newsletter.

  • Guillermo Valencia

    Co-founder Macrowise, global macro, passionate for technology.

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