James just made a recommendation to the Paradigm team that, at first glance, feels unrelated to the markets.

“Go watch ‘For All Mankind’ on Apple TV.”

I don’t watch much TV.

But, he’s right.

I’ve been waiting for the new season for two years. And it has everything to do with markets.

The premise: what if the Soviet Union beat America to the moon in 1969?

Ron Moore—co-creator of Battlestar Galactica—takes that one question and builds an entire alternate history from it.

In this timeline, the space race never ends. The show is about what happens when the pressure never lets up.

The Forcing Function

A forcing function is anything that makes you move at a speed you'd never choose on your own. A deadline. A threat. A competitor who refuses to lose.

The original space race was the greatest forcing function of the 20th century.

Think about what it actually produced.

Not just rockets. Satellite communications. Miniaturized electronics. GPS. Materials science that shows up in everything from running shoes to surgical tools.

The space race didn't invent all of it—but it forced most of it to arrive decades earlier than it otherwise would have.

The pressure was the point. The fear was the fuel.

And here’s the thing…

You might watch the show and think: what a remarkable alternate history. What an extraordinary world to have lived in.

But then you might look around at the actual world. And think—

Wait.

This Is the Extraordinary Timeline

Right now, today, in our universe:

SpaceX is pricing its IPO near $2 trillion. Artemis is going back to the moon for the first time in fifty years. China is building a permanent lunar base.

Meanwhile, AI is rewriting the economics of every knowledge business on earth.

Drug discovery that used to take decades now takes years. Energy grids are being rebuilt from scratch. The semiconductor industry is being reshored at a cost of hundreds of billions of dollars. Defense budgets across the western world are surging simultaneously.

We don't have one forcing function. We have a dozen. All operating at the same time. All stacking on top of each other. All feeding into each other.

Space is racing. AI is racing. Biotech is racing. Energy is racing. Defense is racing. Finance is racing.

Every one of them is running its own version of the space race right now, simultaneously.

The show imagines an alternate history where one forcing function changed everything.

We are living inside a reality where a dozen forcing functions are changing everything. All at once. Right now.

Where This Goes

We’re watching multiple systems accelerate at different speeds—and collide. That’s what creates bottlenecks, volatility, non-linear outcomes, and opportunity.

When you understand that, you start thinking about where the forcing functions converge.

Where multiple races intersect. Where the pressure from AI meets the pressure from space meets the pressure from defense meets the pressure from energy meets the pressure of finance.

That intersection exists.

James has spent the past year going deep on the slice of the market sitting most directly in the path of these colliding forces.

He’s putting his own money in. And he wants to bring a small group with him. In fact, he’s only opening this up to 250 readers.

If you're even a little curious, don't sit on it—these spots won't last.

Click here for everything you need to know.

Then go watch the show. Then look around. This is that moment.