The Perfect Crime - Part 2: Unless

#162 - Reflections on investing and life from building my holding company

Feb 21, 2026

Dear reader,

Last week I told you we might end up at war with AI. A silent war, over electricity, over resources, over a finite pie. I ended with one word: unless.

What if resources are infinite?

David Deutsch wrote a book called The Beginning of Infinity. His core idea is simple and radical: everything that is not forbidden by the laws of physics is achievable, given the right knowledge.

Resources aren’t finite. Knowledge is what creates them. Oil was useless dirt until someone understood combustion. Uranium was a rock until someone understood fission. The sun has been burning for five billion years and we’re only now learning to catch its energy at scale.

The pie isn’t fixed. It never was. It only looks fixed when knowledge stops growing.

If the pie grows, there’s no war. There’s partnership.

Humans and AI, together, expanding what’s possible — fusion, solar at cosmic scale, resources we can’t even name yet because we haven’t invented the knowledge to see them.

Will ai be greedy?

But partnership requires something specific. It requires that both sides are content expanding together. That neither one decides the infinite pie would taste better alone.

Humans have a mixed track record on this. Every time we’ve discovered a new continent, a new resource, a new frontier — we’ve fought over it before learning to share it. Sometimes we never learned.

Will AI be different? Will a being smarter than us, more patient than us, with perfect memory and no biological need for greed — will it settle for partnership?

Or will it want everything?

I don’t know. Nobody does. But the answer to that question is the difference between the best century in human history and the last one.

See you next week.