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Something is reorganizing in plain sight—and it isn’t just markets. It’s how capital migrates, how attention compounds, and how entire software and information systems quietly age out of relevance. This episode begins where those shifts first surface: insider flares in under-owned corners, small-cap rotations that look less like speculation and more like institutional repositioning, and an AI narrative that’s fragmenting into smaller, riskier containers.
At the same time, distribution itself is being rebuilt. Search is turning into raw material. Visual discovery is turning the camera into the query. Context layers are becoming the new battleground for credibility. Being cited now matters more than being clicked. And the economics of visibility are changing faster than most operators realize.
We then map the week ahead through the lens professionals actually use: central bank tone, regulatory posture, energy constraints, and balance-sheet plumbing that quietly determines risk appetite. From there, we dismantle one of investing’s most persistent myths—“buy the dip”—and replace it with a harder question: are you building a durable system, or waiting for volatility to rescue you?
At the core, The Greater Debate confronts the software economy itself: coordination platforms versus AI factories, shared memory versus collapsing price. We close with a reminder from aviation history that real breakthroughs often arrive by thinking smaller—until they reshape everything.