Author: Barnaby

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.

Crypto Innovations, Narratives & Crashes (2008–2025)

Notes from the Founders Podcast on Elon Musk

Notes from Simon Sinek’s The Infinite Game – and parallels to the AI “Race”

Notes from the book Breakneck by Dan Wang.

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

Notes from the book Meditations by Marcus Aurelius.

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.

The central idea of the book concerns our blindness with respect to randomness, particularly large deviations.

Notes from the book, ‘The Beginning of Infinity’ by David Deutsch.

Infographic showing Ideologically generated response by LLMs to a simple text question.

Infographic showing AI Value Accrual factors.