
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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Barnaby

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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Barnaby

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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Barnaby

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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Barnaby


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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Barnaby

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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Barnaby

Analysis of the background and what investors missed.
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Barnaby