Obsidian Odyssey

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EJ Elena Shin

EJ Elena Shin

Sustainable/Impact Investing] First Principles Thinking for Sustainable/Impact Investing: Rebuilding the Stack from the Atoms Up

Sustainable/Impact Investing] First Principles Thinking for Sustainable/Impact Investing: Rebuilding the Stack from the Atoms Up

First principles thinking can rescue impact investing from fuzzy labels—by rebuilding the thesis from fundamentals: causal mechanisms, additionality, constraints, verification, and accountability. A practical framework for sharper decisions and real-world outcomes.

AI Notebook] The End of Labor and the Rise of Consciousness: A Reflection on Elon Musk’s AI Future (20-year playbook), Peter Diamandis #FutureOfWork

AI Notebook] The End of Labor and the Rise of Consciousness: A Reflection on Elon Musk’s AI Future (20-year playbook), Peter Diamandis #FutureOfWork

Elon Musk predicts AGI by 2026 and the end of mandatory labor in 20 years. I summarize his "Age of Abundance" timeline, the US-China AI race, and the energy bottleneck. Plus, a reflection on finding purpose in a post-work world and the value of human imperfection.

AI Notebook] The $3 Trillion Divergence: Physical AI, Geopolitics, and the Carbon Human Premium = Empathy & Trust & Fandom #FutureOfWork

AI Notebook] The $3 Trillion Divergence: Physical AI, Geopolitics, and the Carbon Human Premium = Empathy & Trust & Fandom #FutureOfWork

$3 trillion in capital is reshaping the global order. From the rise of "Physical AI" supply chains to the death of the legacy degree, rules of the game and the future of work are changing. How should we strategize and survive in this synthetic age?

Obsidian Impact Playbook — Issue #1] 2026 Energy Transition Capital Allocation (Private Markets): Where Returns Are and How to Underwrite Them

Obsidian Impact Playbook — Issue #1] 2026 Energy Transition Capital Allocation (Private Markets): Where Returns Are and How to Underwrite Them

Energy transition investing in 2026: a private markets CIO framework covering returns, risks, grids, storage, and how to underwrite deals and impact/sustainability consideration.

AI Notebook] (Top 1%) How To Increase Your Productivity by 10x - Gemini 3.0 Edition, ft. Genspark AI

AI Notebook] (Top 1%) How To Increase Your Productivity by 10x - Gemini 3.0 Edition, ft. Genspark AI

How to 10x your productivity with Gemini 3.0.

AI Notebook] What We Owe the Next Decade - Reflection on AI, Power, and What Comes Next and A Reading List

AI Notebook] What We Owe the Next Decade - Reflection on AI, Power, and What Comes Next and A Reading List

Sam Altman says AI is redesigning capitalism. Trump launches universal accounts. Labor trends to zero. A memo for investors, policymakers & leaders on navigating the decade that rewrites the world as we know it.

Obsidian Essay] Christmas Eve Reflection: The Lattice and the Boardroom (the Monastery and the Vow)

Obsidian Essay] Christmas Eve Reflection: The Lattice and the Boardroom (the Monastery and the Vow)

Personal Essay: A Christmas Eve visit to a cloistered monastery becomes a meditation on devotion, ambition, and the possibility of staying spiritually aligned while working within imperfect systems. What does it mean to keep a vow when the world demands compromise?