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The Multi‑Trillion Dollar AI Compute Bet
2025 hyperscaler CapEx is set to surpass the inflation‑adjusted cost of the entire Apollo programme
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Following the money in AI
Learnings from five podcasts featuring Jensen Huang, Satya Nadella and others in early 2025
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Nailing brand colours in Midjourney (a follow-up post)
Very niche post warning – This is my second post for Midjourney geeks. As with the first one, please ignore if this is not you. The colour problem You may have read my last post on issues and a solution for getting accurate colours in Midjourney (here and here). The good news is I’ve discovered…
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AI Stack Economics
Introduction – The Layers of AI The most important and exciting investment question right now is: ‘which parts of the AI stack will accrue the most value?’ To date, this has involved a lot of guess-work, but as the applications and limitations of AI become clearer, we’re moving from guessing to having an informed view…
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The Future of Progress
The two biggest drivers of wealth and value creation in our lifetimes have been technology and globalisation. One of these is accelerating and the other is reversing. Anyone investing in or running businesses – especially global businesses – needs to form a view of what this means. This is my attempt. The history of progress…
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Reimagining Literature: How AI is Transforming the Way We Visualise Books
My workflow for recreating scenes from books using MidJourney
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MidJourney – the unexpected challenge of colour (and how to overcome)
This is a post for MidJourney geeks. Please ignore if this is not you. Anyone using MidJourney for branded content is likely to have traversed the pleasure of bringing creations to life, but suddenly, been hit an unexpected roadblock— Midjourney, an AI-based art generator that uses interactive machine learning in order to create unique images…
