Hi, I’m Barnaby
I write here to sharpen my thinking; publishing forces clarity. It also gives me a space for a more personal voice than the macro, sector and strategy research I author for KPMG.
It’s also a visual archive. I am obsessed with composition, colour and light – whether that’s street, landscape or portraits in my Galleries, or translating abstract business concepts into graphics. The site hosts the visualised mental models I rely on in my work – and in most decisions I make.
There’s a long-running log of the coffees I brew, articles on design, and notes from the books and podcasts that have shaped me.
It’s unapologetically an eclectic mix. The older I become, the more I feel it’s a mistake for people to become too centered on one discipline.
Thanks for visiting my corner of the web.
Bali, 2024
Visualised Mental Models
Charlie Munger often said that with 80 to 90 mental models you could navigate the world far more effectively. I’m a visual learner and thinker, so to really absorb them I started drawing the models he used — along with others I’ve picked up through work and life.
The Coffee Log
I’ve been keeping a running log of every Indonesian coffee I brew — now more than 70 single origins from 20 roasters across the Archipelago. Each page records the basics (origin, process, roast) but also the stories: how it tasted to me, what the roaster says, and where it came from (with maps!). It’s a growing directory of Indonesia’s coffee, one cup at a time.
Notes From
Notes from the books and podcasts that shaped my thinking. I write these for the same reason I publish essays — to understand ideas properly, and to have them at hand when I need them.
Browse the essays
The End of the Nvidia Tax
AI’s cost base is beginning to shift. Gemini 3 and Anthropic’s move to TPUs show that state-of-the-art models no longer require Nvidia hardware.
What I love and hate about Crypto in 2025 (in Memes)
Crypto Innovations, Narratives & Crashes (2008–2025)
The Multi‑Trillion Dollar AI Compute Bet
Big tech are making a huge bet on AI Compute. Whether this pays off is the key investment question of 2025.
On Trump’s Tariffs
Economists and Businessmen invoke Ricardo – trade should flow where it’s cheapest. But look closer, and most countries don’t play by the free trade rules they advocate.
Following the money in AI
Learnings from five podcasts featuring Jensen Huang, Satya Nadella and others in early 2025
The Electricity Economy
Why Electricity is the New Battleground for Global Competitiveness
photography
Galleries
Visualised Mental Models
The Pareto Principle
A minority of inputs often drives a majority of outcomes. Find the vital few, focus there first.
Circle of Competence
Operate where you truly understand cause and effect; stay inside the circle, expand it deliberately, and partner outside it.
Eisenhower Matrix
Prioritise by importance, not urgency: Do, Schedule, Delegate, or Eliminate.
The best Indonesian beans
The Coffee Log
I’ve been keeping a log of every Indonesian coffee I brew — now over 70 single origins from 20 roasters across the islands. Each page notes the basics (origin, process, roast), but also the stories: how it tasted to me, what the roaster says, and where it came from. It’s a growing directory of coffee from the archipelago, one cup at a time.
