Category: Essays

In 2023, the bottleneck was ingestion — too many inputs, not enough time. In 2026, AI agents handle the mechanical work: capture, categorise, format, publish, verify. What remains is the human part — judgment, context, and taste. An updated toolkit for the new reality.

Authoritarian capitalism at 1.4 billion people. Notes from a recent trip on infrastructure that shames Europe, consumer products that have overtaken the West, and a surveillance state that makes it all feel slightly too clean.

Ten days driving cross-country from Delhi to Udaipur. Traffic as a contact sport, English better than yours, and a country that oscillates between boundless energy and voluntary chaos. On balance, not bad.

Notes from Richard Koch’s ‘The 80/20 Principle’ on finding where you actually make money, focusing on the 20% of customers providing 80% of profit, and eliminating the rest.

A strategic guide to the 80/20 Principle and the nature of unequal results. Visual notes from the book the 80/20 Principle by Richard Koch

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)

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.