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Peak Deepfake

Deepfake concerns hit a historic high in our Panoptica Storyboards this January. But this wasn't based on a theoretical warning or concern - by late December 2025, a surge in non-consensual sexual imagery was being generated at scale by users of Grok's "Spicy" mode. The gap between threat and crisis collapsed overnight stirring a regulatory backlash against xAI that's still developing. Here's what happened when the safeguards companies claimed to have built revealed themselves as choices they'd simply chosen to make.

January 29, 2026

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Money

The 4% Rule Resurgence

The 4% rule is hitting its highest storyboard signal in a decade right now. Matt Zeigler distinguishes between Rules of Thumb (inherited statistics) and Rules of Big Toe (hard-won lessons from real volatility and client experience). The second kind is messier, less statistically defensible - and absolutely differentiating for anyone looking to separate themselves from the herd when the market finally stops cooperating.

January 8, 2026

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Money

Is It A War If The Other Side Doesn't Fight Back?

The US is waging an AI war. The problem is, China doesn’t seem to be fighting back. Matt Zeigler examines how narrative shapes capital allocation, drawing on conversations with Ben Hunt and Louis‑Vincent Gave to show why the stories we tell ourselves about competition can matter more than what’s actually happening.

December 18, 2025

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AI

When Institutions Tell the Faster Story

Mike Green published a piece redefining the poverty line at $140k. Some people debated his math. A lot of people just said "he used AI" and moved on. Watch how institutions dodge uncomfortable questions - not by winning the argument, but by telling a story that spreads faster.

December 4, 2025

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AI

You. Will. Eat. The. Bugs.

You hear a funny thing when those of us who shout defiance at every conspiracy are told in plain words what the powerful plan to do: crickets.

November 25, 2025

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Money

A Cornucopia of Cartoons (Thanksgiving Inflation Edition)

Trump claimed Thanksgiving dinner is 25% cheaper this year. Fact-checkers immediately noted how the basket changed. But both Trump and his critics are correct. Because when you can choose which groceries to count, you control the inflation narrative. A data-driven look at how institutions select their truths this holiday season.

November 24, 2025

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