Macrowise Newsletter
Guillermo ValenciaInvesting in the Digital Renaissance
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 303 | Founded | 7 years ago | Last Issue | 2 days ago |
| Active | |||||
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macrowise.substack.comLatest Issues
Against Entropy
I want to start by saying something this whole essay depends on. I admire all three of the people I’m about to discuss. Marc Andreessen, Demis Hassabis, and Peter Thiel are each doing serious thinking about what is, in my view, the most imp...
US Vs China: The Forest, Not the Ring
I. The metaphor we keep using
On Thursday, May 14, 2026, in the Great Hall of the People in Beijing, Xi Jinping opened his summit with Donald Trump by asking a question. “The world has come to another crossroads,” he said. “Can China an...
The Protein Hunters
In April 2026, in a building in London, a small group of scientists pressed go on something nobody had ever done before. They injected a human being with a cancer drug that had been designed, almost entirely, by an artificial intelligence....
Zombies to Rockstars
There’s a word investment bankers use, quietly, about companies that aren’t really dead but aren’t really alive either.
Zombie.
The stock chart goes flat. The CEO gets fired. The annual report becomes an apology letter. Analysts stop cove...
Why a Billionaire Spent Seven Hours Talking About the End of the World
In the fall of 2025, Peter Thiel did something strange.
He rented a hall in San Francisco. He charged two hundred dollars a ticket. You couldn’t buy one night — only the full set of four. Over four Tuesday evenings in September and October...
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Co-founder Macrowise, global macro, passionate for technology.
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