March Week 4 - 2025

MONEY RESET
A Sovereign Wealth Fund? The Ambitious Vision of Howard Lutnick

Imagine a U.S. sovereign wealth fund that functions less like a bureaucratic trust fund and more like a strategic investment arm with teeth. That’s the provocative idea floated in a recent discussion featuring Howard Lutnick, chairman of Cantor Fitzgerald, and a key Trump administration insider.

At its core, the plan suggests using America’s immense purchasing power—whether it’s vaccines or missiles as leverage. Think long term contracts tied to equity upside. Buy billions in vaccines, watch a company’s stock soar, and negotiate warrants so the government shares in the upside. Wash, rinse, reinvest into something like, say, the Social Security trust fund.

Lutnick paints a picture where the sovereign wealth fund becomes a profit engine. The logic? If foreign governments require kickbacks for billion-dollar deals, why shouldn't the U.S. government, acting in its citizens' interest, demand a slice too?

It’s not just theory. The conversation pointed to the strategic accumulation of Bitcoin as part of the fund’s reserves, alongside equities and long term industrial contracts. The goal? Generate real returns that can plug budget gaps or shore up entitlements.

Of course, this vision doesn’t stop at yield. It challenges tax loopholes (like foreign flagged cruise ships and IP dumping into Ireland), proposes massive deregulation in energy and mining, and aims to lure global entrepreneurs through a high value “Trump card” a premium green card designed to attract business builders.

Cynics might scoff, but Lutnick’s unapologetically bold plan channels one core belief, America’s balance sheet is being squandered. His proposal isn’t about tinkering around the edges, it’s about treating the U.S. like the Fortune 1 company that it is.

It’s capitalism, just repatriated, repurposed, and pointed squarely at America’s bottom line.

Let’s go! 😎💰

QUANTUM RESET
Quantum Computing Is Closer Than You Think, Just Not Quite Yet

Quantum computing is having a moment. Again. After a decade of steady promise and incremental progress, the buzz is back. Credit goes to new chips, billions in global investment, and a wave of announcements from Google, Microsoft, Amazon, and ambitious startups like PsiQuantum.

At its core, quantum computing offers something radical: the ability to simulate nature itself. That means designing new drugs and materials, solving optimization puzzles, and tackling problems that would take traditional supercomputers longer than the age of the universe.

But there are hurdles. Qubits, the heart of a quantum machine, are incredibly delicate. They need temperatures colder than deep space and must be shielded from even the slightest interference. Building a machine that interacts with these qubits without disturbing them is one of modern engineering’s trickiest challenges.

Despite the complexity, progress is real. PsiQuantum has introduced a photonic chip called Omega and plans to deliver a large-scale quantum computer in Brisbane by 2027. Their approach borrows from traditional data center design, using familiar semiconductor manufacturing techniques and optical tech from the telecom industry.

Governments are getting involved. Illinois is building a $500 million quantum campus in Chicago. Australia and Queensland have committed over $600 million to PsiQuantum’s efforts. Venture capital and enterprise partners are moving in, eager to be early players in a potentially massive market.

Experts say we may be five to fifteen years away from widespread utility. In the meantime, we will see more proof-of-concept results, increasing enterprise interest, and continued speculation. Progress in quantum computing rarely happens in a straight line, but when it does move forward, it tends to leap.

TECH RESET
The Humanoid Revolution Is Coming, And It's Sooner Than You Think

In just 31 months, Brett Adcock's company, Figure, went from a cold start to rolling humanoid robots into BMW’s factories. That’s not just fast, it’s iPhone moment fast.

Adcock’s core bet? The future of artificial general intelligence (AGI) needs a body. Without one, AGI lives in the cloud, dependent on humans to do anything physical. A humanoid robot, designed to mirror human motion and dexterity, is the perfect vehicle to unleash AGI into the real world. And Figure is building that vehicle from scratch.

Unlike many robotics ventures, Figure has gone fully vertical. Motors, sensors, operating systems, AI models, everything is designed in-house. That control allows for rapid iteration, with a new hardware platform every 12 to 18 months. The latest, Figure 3, is leaner, cheaper, smarter, and ready for large-scale manufacturing.

But hardware is only half the story. Helix, Figure’s in-house AI model, is doing something wild: learning to complete tasks it’s never seen before with a single prompt. Imagine telling your robot, “Put the groceries away,” and it just does it figuring out what goes where without ever being trained on those specific items. That level of generalization and autonomy is a first in robotics.

With robots already working on automotive assembly lines and demand from Fortune 100 companies piling up, commercial adoption is here. Home use is next. Think laundry, coffee, cleaning, no days off, no burnout, no arguments.

At an estimated $300 a month per robot, the economics are compelling. For the cost of a car lease, you could have a tireless digital helper.

The humanoid future isn’t science fiction anymore. It’s an engineering moonshot that’s starting to land, quietly but quickly in the factories, homes, and lives of this decade. 🤖

DISCLAIMER:
This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions or investments. Please be careful and do your own research.