What a Potato Farmer, Standard Oil, and SpaceX Have in Common

Most people view history as a series of events. I view it as a series of strategic decisions.

In this month’s PWM Perspective, I connect lessons from World War II, the rise of the semiconductor industry, today’s AI race with China, and the potential IPOs of SpaceX and Anthropic. Along the way, we explore a common theme that has shaped some of history’s greatest fortunes: owning the infrastructure behind the trend rather than chasing the trend itself.From oil fields and computer chips to artificial intelligence and space-based communications, the biggest opportunities often emerge from identifying the critical resources that power the future.

Read the full article to see why a potato farmer, Standard Oil, and SpaceX may have more in common than you think.