Tag: AI
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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AI, AI Race, Bill Gurley, China, Geopolitics, Huawei, Jensen Huang, Notes from, Simon Sinek, Sputnik Moment, State Capacity, strategy, The Infinite Game, USAInfinite vs. Finite Games: Rethinking AI Rivalry
Notes from Simon Sinek’s The Infinite Game – and parallels to the AI “Race”
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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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Exploring Ideological Bias in AI Models
Infographic showing Ideologically generated response by LLMs to a simple text question.
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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, Analog, Books, Crypto, Futurism, Geopolitics, Innovation, Insights, Investing, Knowledge, Notes from, Truth
The Anthology of Balaji
Notes from the book The Anthology of Balaji, by Eric Jorgenson
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Same as ever: Timeless lessons on risk, opportunity and living a good life
Notes from the book by Morgan Housel on optimising risk, seizing opportunity, and living your best life
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Poor Charlie’s Almanac
Notes from the book Poor Charlie’s Almanac which sets out Charlie Munger’s speeches.
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