Big tech are making a huge bet on AI Compute. Whether this pays off is the key investment question of 2025.

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.

An outline of Micky Malka’s Three Grid Concept, with implications and visuals

Why Electricity is the New Battleground for Global Competitiveness

Analysis of Fiverr’s financial, commercial and operating model.

Walk through on how to generate specific colours (using srefs) in Midjourney – an AI image generating app.

Exploring the AI value stack: From compute hardware to end-users, where will the greatest value accrue in this evolving landscape?

Unpacking the rise and fall of 2-sided marketplaces: A look at the network effects that fueled their growth—and the challenges unraveling their value in a post-free-money era.

Deciphering Truths: Navigating Through the Maze of Inaccurate Data and Misleading Narratives.

How to master your mindset and get productive with the State > Story > Strategy mental model.

Thoughts on how to navigate the future with the Tech vs. Global Shift model: Embrace accelerating technology (Vertical Progress) while adapting to deglobalization (Horizontal Regression) to unlock growth opportunities.

My workflow for recreating scenes from books using MidJourney

Mastering MidJourney Colors without HEX Codes – using Named Palettes to Nail Branded Visions.

Taming the Info Tsunami: Strategies, Tools, and AI-Powered Hacks I use to Conquer Overload and Spark Insights

Global debt is at an all-time high, with governments, businesses, and households all facing increasing stresses due to higher interest rates.

Dalio’s Cycles: Understanding the Ebb and Flow of Empires, Debt, and Geopolitics and where we are in these cycles and what this means for the future

Decoding Inflation Drivers, Fed Pivots, and the High-Rate Reckoning Reshaping Investments

Analysis of the background and what investors missed.

Reasons to Be Cheerful despite the bear market in Crypto: Emerging Innovations in DeSo, PBDAs, Web3 Gaming, Big Tech Adoption, and NFTs Signal the Start of a New Cycle

This is an article documenting how I plan to add structure to my investing process.

Macro thesis on 2022 investment landscape

Write-up on Axie Infinity, currently the world’s biggest P2E game. Written from an investment perspective.

2021 Investment Landscape

As the COVID-19 situation started to look ominous and the quantity of news on the topic reached overwhelming levels, I decided to mind-map thoughts on implications across each industry, and sub-sector. I then tried to link the sectors to large/prominent listed companies, so one could (seek to) quantitively track these ‘predictions’.

2019 will go down as the ‘worst of times’ for many in Hong Kong and 2020 feels like it has started as a ‘winter of despair’. COVID-19 couldn’t really have come at a more inopportune time. Outside Hong Kong and China it has been an extraordinary fortnight. It’s become evident to most people that the impacts of the virus will be global, with deep economic implications.

The National Live in London 2013 – Images from the Alexandra Palace Gig

I think the title says it all. We stayed in Ubud for four days and went to this restaurant every day. I’ve been going back there for 10 years + now (every time i go to Ubud). Address Jl. Sriwedari No. 6 | 100m Up From Main Road Ubud, Ubud 80571, Indonesia The food Not […]

Name: Bakmi Medan Kebon Jahe My kind of restaurant – one item on the menu (as pictured). Three size options – Small, Medium or Large. More info: https://www.zomato.com/jakarta/bakmi-medan-kebon-jahe-serpong  

I’d been looking to get some photos printed and framed for a while. I’d had two quotes for c. IDR 400k to frame a single A3 photo – black wooden frame and white 6cm mount. A friend at the fantastic Galeri Hadiprana in Kemang recommended Bima Bagus. Hadiprana use Bima Bagus for some of their […]

Being recently inflicted by a bout of cycling-mad-itus, these were two of my top questions, on prepping for a move from London to Jakarta: 1) Is it at all possible to cycle in Jakarta (i.e. traffic, road conditions, etc.)? and do people? 2) Should I ship my road bike (given the expense and difficulty) or […]

Quick notes for expats thinking of relocating to Indonesia. Based on my experience in 2014

beautiful lamps and great prices

After my childish earlier attempts with the Nikon FM3A and Pentax LX, i seem to be getting into the swing of things with film SLRs.

Notes from 6 days in Cyprus in June 2014.

All taken with the iphone 5 on route from Luxembourg to London City.

Nottingham University c. 2001. Happy memories.. Just had this film processed and scanned by mistake – Kodak Advantix – Can’t believe how well the film lasted…

Just some photos from a friday night in central london. If there’s no lens info they were taken with the Nokton 42.5mm f/0.95:

Local tips for a day or two in KL.

Spending a day or two in Singapore and wondering what to do? – this is for you!

Configuring and street shooting with the E-M1.

Quick trip notes from Myanmar (2012).

2012, the year that I fell in love with photography.

A great break in Sicily, with stays in Palermo, Taormina and Syracuse