America – A Wider England
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Read More: America – A Wider EnglandAn 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.
Latest Essays
Signals, stories, and the forces shaping the world
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)
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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