Tag: Technology

The bottleneck used to be information overload. Now AI handles the mechanical work — and the real challenge is knowing what to pay attention to.

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.

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

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.