Tag: Economics

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.

Big tech are making a huge bet on AI Compute. Whether this pays off is the key investment question of 2025.

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.

The central idea of the book concerns our blindness with respect to randomness, particularly large deviations.

Learnings from five podcasts featuring Jensen Huang, Satya Nadella and others in early 2025

Why Electricity is the New Battleground for Global Competitiveness

Notes from the book Poor Charlie’s Almanac which sets out Charlie Munger’s speeches.

Exploring the AI value stack: From compute hardware to end-users, where will the greatest value accrue in this evolving landscape?

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.

Notes from the book. The Rational Optimist by Matt Ridley. The book discusses much including economics, history and evolution.

Key notes from the book, the Psychology of Money by Morgan Housel.

2021 Investment Landscape