Category: Business breakdowns
In-depth case studies and strategic analysis of notable companies and business models.
The Multi‑Trillion Dollar AI Compute Bet
Big tech are making a huge bet on AI Compute. Whether this pays off is the key investment question of 2025.
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On Trump’s Tariffs
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.
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The Black Swan
The central idea of the book concerns our blindness with respect to randomness, particularly large deviations.
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Exploring Ideological Bias in AI Models
Infographic showing Ideologically generated response by LLMs to a simple text question.
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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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The Three Grid Concept
An outline of Micky Malka’s Three Grid Concept, with implications and visuals
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