All That Glisters: The Gold the MPF Won’t Let You Hold
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Read More: All That Glisters: The Gold the MPF Won’t Let You HoldData visuals on 10 years of HK’s MPF with narration from the great Bard.
Latest Essays
Signals, stories, and the forces shaping the world
Making it up, changing my mind, and learning to COPE with AI
AI’s effect on your job is still anyone’s guess. The practical response is getting good at directing it, and COPE gives you a framework for doing exactly that.
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We are all going to have to become engineers
What tinkering with agents at home taught me about deploying them at work
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America – A Wider England
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.
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Strategies and Tools for Coping in the Agentic Age
The bottleneck used to be information overload. Now AI handles the mechanical work — and the real challenge is knowing what to pay attention to.
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China – Singapore at Scale
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.
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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.
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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)
A meandering, self-serving reflection on the state of crypto in 2025 — from the 2017 ICO bubble through DeFi summer, FTX fraud, and the Black Friday 2025 crash. Part analysis, part therapy, all memes.
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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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The Three Grid Concept
An outline of Micky Malka’s Three Grid Concept, with implications and visuals
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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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