Big tech are making a huge bet on AI Compute. Whether…
Economists and Businessmen invoke Ricardo – trade should flow where it’s…
The central idea of the book concerns our blindness with respect…
Learnings from five podcasts featuring Jensen Huang, Satya Nadella and others…
Why Electricity is the New Battleground for Global Competitiveness
Notes from the book Poor Charlie’s Almanac which sets out Charlie…
Analysis of Fiverr’s financial, commercial and operating model.
Exploring the AI value stack: From compute hardware to end-users, where…
Unpacking the rise and fall of 2-sided marketplaces: A look at…
Notes from the book. The Rational Optimist by Matt Ridley. The…
