Tag: Investing

Part 3 of the 80/20 series. The same imbalance runs through a single life: a fifth of your time produces most of what you achieve and enjoy.

Part 1 of the 80/20 series. Why reality is unbalanced: a vital few causes produce most of the results.

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.

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

An outline of Micky Malka’s Three Grid Concept, with implications and visuals

Notes from the book The Anthology of Balaji, by Eric Jorgenson

Notes from the book Richer, Wiser Happier – on what makes a great investor – by William Green

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

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’.

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.

Dalio’s Cycles: Understanding the Ebb and Flow of Empires, Debt, and Geopolitics and where we are in these cycles and what this means for the future

Decoding Inflation Drivers, Fed Pivots, and the High-Rate Reckoning Reshaping Investments