Tag: Technology

In 2023, the bottleneck was ingestion — too many inputs, not enough time. In 2026, AI agents handle the mechanical work: capture, categorise, format, publish, verify. What remains is the human part — judgment, context, and taste. An updated toolkit for the new reality.

Authoritarian capitalism at 1.4 billion people. Notes from a recent trip on infrastructure that shames Europe, consumer products that have overtaken the West, and a surveillance state that makes it all feel slightly too clean.

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

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

Notes from the book Atlas Shrugged by Ayn Rand

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.

Global debt is at an all-time high, with governments, businesses, and households all facing increasing stresses due to higher interest rates.

Analysis of the background and what investors missed.