ThesesFour bets on the next decade
Unruly invests at the intersection of four worldview-level theses about the next decade. Each essay is a slow-cooked argument; each carries capital commitments behind it.
Structural population decline is arriving faster than consensus expects, pushing the world from labor-bound systems toward robotics, fertility, longevity, post-state infrastructure, and energy-abundant automation.
Industrial production moves from centralized, fragile systems toward local, modular, electrified, automated networks across energy, food, manufacturing, biology, circular materials, and natural resources.
As nation states lose fiscal, operational, and technological capacity, private and supranational companies accumulate sovereign-like power by providing currency, identity, communications, security, infrastructure, healthcare, education, and coordination.
Assume the next metabolic medicine wave is powerful enough that a majority of adults eventually use GLP-1/GIP/glucagon-style therapies, transforming obesity, diabetes, osteoarthritis, longevity, healthcare cost curves, food demand, apparel, fitness, insurance, and consumer behavior.