Category: Essays

An eyewateringly large dinner, a business class seat that doesn’t recline, and a NASA engineer who changed history with a nine-page memo. First impressions of America at forty-five.

The bottleneck used to be information overload. Now AI handles the mechanical work — and the real challenge is knowing what to pay attention to.

Perfect highways, better consumer products than the West, and a surveillance state that makes it all feel slightly too clean. Notes on a country that builds while others deliberate.

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.

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.