WHO THE HELL IS GOING TO BUILD ALL THE BITS?

Millions of robots will need hundreds of millions of motors, gears, sensors and actuators. Somewhere in that supply chain, something is going to break.

Sep 2 • DeReK WaTSoN

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WHO THE HELL IS GOING TO BUILD ALL THE BITS?

Millions of robots will need hundreds of millions of motors, gears, sensors and actuators. Somewhere in that supply chain, something is going to break.

Sep 2 • DeReK WaTSoN

20

1

1

August 2026

A New Financial Cycle Has Begun

US Debt, currencies, central banks, China, commodities and AI are not separate stories. I connect them all and explain what is changing, why it matters…

Aug 23 • DeReK WaTSoN

28

2

6

July 2026

Intelligence Is Abundant. Judgement Is Not.

Arthur's starting judgement wasn't Googled. It was earned the expensive way.

Jul 14 • DeReK WaTSoN

18

2

We built this for Arthur. It felt selfish to keep it.

Scout , Raise and Wire by Fusion 42

Jul 12 • DeReK WaTSoN

16

1

June 2026

The Raise Report

New funds with capital to deploy June 2026

Jun 30 • DeReK WaTSoN

20

1

How did SpaceX get to be a $2.5tn company?

That’s the right question. Not “is it worth it” - how did it get there.

Jun 19 • DeReK WaTSoN

23

1

The AI labs won’t follow you down. Go build the hard thing.

The models are great. Infrastructure built. Capital committed. What's missing is what makes it move.

Jun 15 • DeReK WaTSoN

19

1

March 2026

Ready Player One (2018): Sci-Fi vs Reality

The future already happened. It was just fiction first.

Mar 29 • DeReK WaTSoN

18

1

1

Domain Histories: Privacy & Identity

The best founders are students of history

Mar 28 • DeReK WaTSoN

18

1

The F42 AI Brief #064. Stop Firing Your Support Team.

AI Signals You Can’t Afford to Miss

Mar 25 • DeReK WaTSoN

2

Know Your Models

Startup principles for an AI world

Mar 23 • DeReK WaTSoN

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