The End of the Nvidia Tax
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Read More: The End of the Nvidia TaxAI’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.
Latest Essays
Signals, stories, and the forces shaping the world
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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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
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Investing like a professional
This is an article documenting how I plan to add structure to my investing process.
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Axie Infinity – Investment Analysis
Write-up on Axie Infinity, currently the world’s biggest P2E game. Written from an investment perspective.
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