Category: Essays

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.

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

Infographic showing AI Value Accrual factors.

Learnings from five podcasts featuring Jensen Huang, Satya Nadella and others in early 2025

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