Relax Is Better Than Impatience Introduction All humans face the end of life sooner or later. But in most cases, later is better than sooner . A longer life usually allows more learning, more correction, and more understanding than a short one. The same logic often applies to societies and conflicts. The US–China Conflict The US–China conflict is becoming increasingly intense. The United States tends to act quickly and prefers rapid, decisive moves. China has historically been capable of enduring long-term pressure, but recently it also appears to be shifting toward faster, more immediate responses. When two actors both favor speed, their styles begin to match. As a result, the pace of confrontation accelerates. This acceleration heats up the world itself. And when the world becomes too hot, it naturally begins to seek cooling. Impatience Often Causes Mistakes From personal experience, impatience frequently leads to mistakes. Rushed decisions reduce the space for reflection and correc...

  +AI & Rook In chess, the rook is not the most complex piece. It does not move diagonally, it does not jump, and it does not surprise. Yet in many games, the rook quietly decides the outcome. I believe +AI plays a similar role in today’s world . +AI as a Rook The rook moves in straight lines—horizontally and vertically. Its strength lies not in creativity, but in reach, consistency, and speed . +AI behaves in much the same way. It does not replace human intention or strategy. Instead, it extends them—across space and across time. In practical terms, the effective use of +AI can be summarized into two main forms: • Horizontal expansion • Vertical expansion Horizontal Expansion: Reusing Success Across Markets Horizontal expansion means applying a method that worked in one domain to another domain. In investment terms, this could mean: • Taking a strategy that worked in equities • Testing it in FX, commodities, or other markets With +AI,...

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+AI & ROI How +AI Changes the Structure of Demand Discussions around AI often focus on productivity gains or cost reductions. However, a more important and less discussed effect of +AI lies in how it transforms the structure of ROI (Return on Investment) itself. The key insight is simple but powerful: +AI primarily reduces the denominator of ROI — the Investment. This structural shift has consequences far beyond efficiency gains. +AI Shrinks the Investment Side of ROI ROI is defined as: ROI = Return / Investment Most technological progress attempts to increase the Return . +AI, however, does something different: • It dramatically lowers initial costs • It reduces human labor requirements • It eliminates the need for large-scale upfront infrastructure in many domains As a result, projects that previously failed to meet ROI thresholds suddenly become viable. This is not optimization at the margin — it is a redefinition of who can participate . Lower Investment Does Not ...