Essays
Stay informed with my latest articles and news updates, featuring in-depth analysis and commentary.
Popular Topics:
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.
·
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.
·
Following the money in AI
Learnings from five podcasts featuring Jensen Huang, Satya Nadella and others in early 2025
·
The Three Grid Concept
An outline of Micky Malka’s Three Grid Concept, with implications and visuals
·
Business Breakdown: Fiverr – a 2 sided freelance marketplace
Analysis of Fiverr’s financial, commercial and operating model.
·
Nailing brand colours in Midjourney (a follow-up post)
Walk through on how to generate specific colours (using srefs) in Midjourney – an AI image generating app.
·
AI Stack Economics
Exploring the AI value stack: From compute hardware to end-users, where will the greatest value accrue in this evolving landscape?
·
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.
·
Navigating inaccurate data & misleading narratives
Deciphering Truths: Navigating Through the Maze of Inaccurate Data and Misleading Narratives.
·
State > Story > Strategy
How to master your mindset and get productive with the State > Story > Strategy mental model.
·
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.
·
Reimagining Literature: How AI is Transforming the Way We Visualise Books
My workflow for recreating scenes from books using MidJourney
·
MidJourney – the unexpected challenge of colour (and how to overcome)
Mastering MidJourney Colors without HEX Codes – using Named Palettes to Nail Branded Visions.
·
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
·
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.
·
Monetary policy – Interest rates, higher for longer
Decoding Inflation Drivers, Fed Pivots, and the High-Rate Reckoning Reshaping Investments
·
Reasons to be cheerful – Crypto edition
Reasons to Be Cheerful despite the bear market in Crypto: Emerging Innovations in DeSo, PBDAs, Web3 Gaming, Big Tech Adoption, and NFTs Signal the Start of a New Cycle
·
Investing like a professional
This is an article documenting how I plan to add structure to my investing process.
·
