MILLERMAN INTELLIGENCE POLITICAL-PHILOSOPHICAL ANALYSIS / EST. 2026
Millerman Intelligence

MI / 2026 — BRIEFINGS · SEMINARS · RESEARCH MEMOS · STANDING COUNSEL

Political-philosophical intelligence for investors, founders, and institutions.

Briefings, seminars, and research on AI, technology, sovereignty, liberalism, and modern order — for people who need a deeper map than ordinary market, policy, or strategy analysis provides.

SCOPE: AI lab charters and policy documents · civilizational rhetoric in venture capital · sovereignty and political theology · the philosophical assumptions inside strategic decisions. ENGAGEMENTS FROM $7,500.

REQUEST A PRIVATE BRIEFING → READ THE BRIEFS
ENGAGEMENTS HAVE INCLUDED Hillsdale College · First Things · The American Mind · Telos · Claremont Institute · Blockworks · The Pompliano Podcast · Anomaly with Erik Torenberg
MI/01 — ASSESSMENT WHY THIS PRACTICE EXISTS

The old frameworks are not enough.

Investors, founders, and institutions already have access to market research, strategy decks, policy notes, and technical analysis. What they often lack is a deeper account of the forces underneath those materials: authority, technology, sovereignty, legitimacy, ideology, education, religion, and the assumptions about the human being embedded in modern systems.

AI has made this more urgent. The question is no longer only what new tools can do. The question is how they reshape judgment, authority, labor, learning, politics, public reason, and the meaning of human agency. Millerman Intelligence exists for clients who need to think below the headlines and beyond the dashboard — at the level where political philosophy, institutional strategy, and historical interpretation meet.

AREA / A1

AI & technology

How frontier systems reshape judgment, authority, learning, and the human being.

AREA / A2

Sovereignty & power

Legitimacy, decision, state capacity, and the return of political form.

AREA / A3

Liberalism & modernity

Why inherited liberal vocabulary fails the world it created — and what replaces it.

AREA / A4

Judgment & order

The conditions of public reasoning and the constitution of regimes.

MI/02 — INDEX OF BRIEFS STRATEGIC READING SERIES · 2026

Recent work

Briefs that demonstrate the analytical method — close readings of the documents, charters, and policies shaping AI, technology, and political order.

MI-2026-007

Reading the gigawatt: the return of staple politics

The binding constraint on frontier AI has migrated from chips to electrical capacity. The labs now negotiate gigawatt-scale power purchase agreements with utilities, FERC, and regional transmission organizations. The brief reads the shift through Harold Innis's staples thesis — an economy organized around a single extractive commodity produces characteristic institutions and asymmetries between periphery and metropole. The form generalizes.

READ THE BRIEF → MAY 2026 · 5 PP. MI-2026-006

Reading the SpaceX–Anthropic pact: tenancy and the reserved veto

On May 6, 2026, Anthropic disclosed a deal granting it all of SpaceX's Colossus 1 compute and declared interest in developing gigawatt-scale compute in orbit. The same day, the vendor publicly reserved the right to reclaim that capacity if the AI it serves harms humanity. The brief reads the lease as a political form rather than a capacity update.

READ THE BRIEF → MAY 2026 · 3 PP. MI-2026-005

Reading the AI capex supercycle: a spatial revolution

Global AI capital expenditure passed $1 trillion in 2026 and is projected at $1.7 trillion by 2030. Every serious power is building sovereign compute, and the rules governing where chips, weights, and capacity can move have been rewritten three times in eighteen months. The brief reads the pattern as a recognizable form, and names what is being re-territorialized.

READ THE BRIEF → APR 2026 · 3 PP. MI-2026-004

Reading Stargate: compute as infrastructure

On January 21, 2025, the United States announced a $500 billion AI infrastructure project. Fifteen months later, very little of that capital has been deployed. The brief reads the gap between announcement and financing as a recognizable economic form, and names what the form is.

READ THE BRIEF → APR 2026 · 3 PP. MI-2026-003

Reading the new civilizationalists: the vocabulary, the lineage, the missing telos

A class of American venture capital firms now operates under what is best described as a civilizational thesis. Andreessen 2011 vs. Andreessen 2023; Lonsdale, Boyle, Stephens, Aschenbrenner. The diagnoses are correct. The philosophical equipment has not yet caught up.

READ THE BRIEF → APR 2026 · 4 PP. MI-2026-002

Reading the Technological Republic: from manifesto to Maven

Karp and Zamiska published a political manifesto in February 2025 that named Palantir a "broader political project." Twelve months later, the company posted 70% year-over-year revenue growth and a $448M Navy award. The brief reads the manifesto and the earnings call as one document.

READ THE BRIEF → APR 2026 · 3 PP. MI-2026-001

Reading the AI race: what the charters don't say

OpenAI rewrote its founding charter forty-eight hours before opening arguments in Musk v. Altman. Anthropic dropped the central pledge of its Responsible Scaling Policy a quarter earlier. The press covered both announcements. We read the documents.

READ THE BRIEF → APR 2026 · 3 PP.
MI/03 — ENGAGEMENT FORMATS FOUR WAYS TO WORK TOGETHER

Ways to work with Millerman Intelligence

Most engagements begin with a Private Briefing on a question your team is working on. The other formats — Institutional Seminar, Research Memo, Standing Counsel — follow from that conversation, once the right shape becomes clear.

FORMAT / F1PRIMARY OFFER

Private briefing

A concentrated briefing for investors, founders, executives, family offices, or leadership groups seeking a deeper map of AI, technology, politics, and modern order. The format most clients begin with.

  • Usually 90 minutes to 2 hours
  • Delivered remotely or in person
  • Includes Q&A and optional pre-reading
  • Built around a focused question your team is working on

FROM $7,500

FORMAT / F2

Institutional seminar

A private seminar for firms, salons, clubs, founder groups, investor circles, institutes, or serious local communities.

  • Lecture plus structured discussion
  • Built around a chosen theme
  • Travel and event expenses arranged separately

FROM $15,000 plus travel

FORMAT / F3

Research memo

A written analysis for clients who need a conceptual map of an issue at the intersection of AI, politics, markets, ideology, and institutions.

  • Custom scope and research question
  • Useful for internal orientation or leadership discussion
  • Can accompany a briefing or seminar

CUSTOM

FORMAT / F4

Standing counsel

A continuing advisory relationship for principals, partners, and small leadership groups who want recurring access to philosophical and strategic counsel rather than discrete engagements.

  • Monthly call plus ad-hoc questions between sessions
  • Quarterly written orientation on a chosen theme
  • First refusal on briefings, seminars, and memos at retainer rates

FROM $6,500 / MONTH

MI/04 — ANALYTICAL THEMES WHAT WE HELP YOU THINK THROUGH

Core themes

The point is not to produce another trend report. It is to expose the deeper assumptions, conflicts, and historical directions underneath the present.

THEME / T1

AI and political judgment

How artificial intelligence changes authority, human agency, learning, institutional trust, and the meaning of judgment.

THEME / T2

Technology and the human being

Heidegger, automation, intelligence, labor, productivity, and the hidden anthropology inside technical systems.

THEME / T3

Liberalism and its limits

Why inherited liberal vocabulary often fails to explain the world it helped create — and what replaces it.

THEME / T4

Sovereignty and legitimacy

Power, law, emergency, legitimacy, state capacity, institutional authority, and the return of political decision.

THEME / T5

Ideology and elite formation

How ideas train elites, justify institutions, structure incentives, and create or destroy confidence in regimes.

THEME / T6

Multipolarity and civilizational order

Geopolitics, Russia, Dugin, Eurasianism, civilizational pluralism, political theology, and the metaphysics of world order.

MI/05 — CLIENT PROFILES FOR PEOPLE WITH REAL STAKES

Who this is for

PROFILE / P1

Investors & family offices

For groups trying to interpret AI, political order, technology, sovereignty, and long-horizon shifts beyond ordinary market commentary.

PROFILE / P2

Founders & operators

For builders who want to understand the human, political, and institutional assumptions embedded in what they are building.

PROFILE / P3

AI organizations

For teams working on model behavior, education, public reasoning, safety, adoption, governance, or institutional trust.

PROFILE / P4

Institutes & foundations

For organizations funding or convening serious work on AI, politics, education, democracy, public reason, or cultural change.

PROFILE / P5

Private clubs & salons

For hosts who want a serious intellectual event for members, guests, or a curated high-trust audience.

PROFILE / P6

Leadership groups

For executives or institutions that need language for problems that are not merely technical, legal, or operational.

MI/07 — PRINCIPAL WHO CONDUCTS THE WORK
Dr. Michael Millerman
DR. MICHAEL MILLERMAN · PRINCIPAL

Dr. Michael Millerman

Michael Millerman is the founder of Millerman School, where he teaches political philosophy to serious readers, professionals, founders, investors, executives, and private clients.

He is the author of Beginning with Heidegger: Strauss, Rorty, Derrida, Dugin, and the Philosophical Constitution of the Political, the leading English-language translator of Alexander Dugin (seven major works), and the creator of more than twenty courses on Plato, Aristotle, Nietzsche, Heidegger, Strauss, Schmitt, Dugin, and others.

His work focuses on political theory, continental philosophy, technology, liberalism, sovereignty, ideology, Jewish thought, and the philosophical foundations of modern order. His translations of Dugin's major works are scholarly, not advocational. Serious thinking about sovereignty, multipolarity, and the contemporary international order requires direct engagement with the thinkers shaping those debates rather than reliance on secondhand accounts — a principle that applies equally to his work on Heidegger, Schmitt, Strauss, and other consequential thinkers whose ideas remain relevant whether or not one shares their commitments.

PHD, POLITICAL SCIENCE (POLITICAL THEORY & IR), UNIVERSITY OF TORONTO · COLLABORATIVE DEGREE IN JEWISH STUDIES · AUTHOR, BEGINNING WITH HEIDEGGER · TRANSLATOR OF SEVEN WORKS BY ALEXANDER DUGIN · PUBLISHED IN TELOS, THE AMERICAN MIND, FIRST THINGS, INTERPRETATION

SELECTED ENGAGEMENTS

MI/08 — ASSESSMENTS ON THE RECORD

"I rarely do this, but I highly recommend a couple of hours with Michael Millerman. He brings unusual depth and range to questions about the political and economic order, and our conversations have already made me a better investor and a sharper thinker."

TYLER NEVILLE · MACRO TRADER · HOST, GENERATIONAL ARBITRAGE

"Millerman gets it."

AMJAD MASAD · FOUNDER & CEO, REPLIT · MARCH 2023

MI/09 — SAMPLE ANALYSIS THE METHOD, ON CAMERA

The Palantir manifesto, point by point

Palantir is one of the few major technology companies that publishes its political philosophy. The lecture below works through that text, point by point — what it argues, what it gets right, what it leaves out, and what its assumptions reveal about the kind of company reshaping the relationship between technology, the state, and the political.

REF: LECTURE / PALANTIR-01 · FROM THE MILLERMAN SCHOOL LECTURE SERIES WATCH ON YOUTUBE →

MI/10 — INQUIRY RESPONSE TYPICALLY WITHIN 48 HOURS

Request a briefing, seminar, or project conversation

Michael responds personally when the inquiry appears suitable. Most engagements begin with a Private Briefing on a specific question your team is working on; other formats follow from that conversation.

YOUR INQUIRY IS PRIVATE. THIS INFORMATION IS USED ONLY TO RESPOND AND IS NOT SHARED.