Tag: Technology

AI, Artificial Intelligence, Chinese, Compute, Economics, Future, Inflation, Live, Technology
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.
6 July 2025
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Barnaby
Atlas Shrugged, e/acc, John Galt, Notes from, Techno Optimism, Technology
Atlas Shrugged (Who is John Galt?)
Notes from the book Atlas Shrugged by Ayn Rand
6 April 2024
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Barnaby
Artificial Intelligence, Globalisation, Investing, Technology
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.
16 September 2023
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Barnaby
Debt, Inflation, Interest rates, Macro, Risk, Technology
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.
18 February 2023
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Barnaby
Crypto, FTX, Investing, Restructuring, Risk, Technology
The collapse of FTX – Thoughts and opinions…
Analysis of the background and what investors missed.
26 January 2023
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Barnaby