Strategies and Tools for Coping in the Agentic Age
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Read More: Strategies and Tools for Coping in the Agentic AgeIn 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.
Latest Essays
Signals, stories, and the forces shaping the world
China – Singapore at Scale
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.
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India – Not Bad
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.
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The 80/20 Business
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.
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The Unbalanced Universe
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
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The End of the Nvidia Tax
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.
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What I love and hate about Crypto in 2025 (in Memes)
Crypto Innovations, Narratives & Crashes (2008–2025)
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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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Following the money in AI
Learnings from five podcasts featuring Jensen Huang, Satya Nadella and others in early 2025
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AI Stack Economics
Exploring the AI value stack: From compute hardware to end-users, where will the greatest value accrue in this evolving landscape?
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The Future of Marketplaces
Unpacking the rise and fall of 2-sided marketplaces: A look at the network effects that fueled their growth—and the challenges unraveling their value in a post-free-money era.
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The Star Principle & making better investment decisions
Takeaways from the book the Star Principle by Richard Koch in which he shares the secrets of his success – and shows how you too can identify and enrich yourself from ‘Stars’.
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Navigating inaccurate data & misleading narratives
Deciphering Truths: Navigating Through the Maze of Inaccurate Data and Misleading Narratives.
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State > Story > Strategy
How to master your mindset and get productive with the State > Story > Strategy mental model.
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The Future of Progress
Thoughts on how to navigate the future with the Tech vs. Global Shift model: Embrace accelerating technology (Vertical Progress) while adapting to deglobalization (Horizontal Regression) to unlock growth opportunities.
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Strategies and tools for coping in the information age
Taming the Info Tsunami: Strategies, Tools, and AI-Powered Hacks I use to Conquer Overload and Spark Insights
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Global debt – walking on shaky ground
Global debt is at an all-time high, with governments, businesses, and households all facing increasing stresses due to higher interest rates.
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Monetary policy – Interest rates, higher for longer
Decoding Inflation Drivers, Fed Pivots, and the High-Rate Reckoning Reshaping Investments
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