Mar 18, 2026
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7 min read
Resilience, PN 3, PIGS vs SNIFD, and US Dollar
Mar 11, 2026
Killer Instinct, COBOL, Walled Gardens, and Consumer AI
Mar 4, 2026
8 min read
Humour, Introspection, AI Biz Models, and Learning
Feb 25, 2026
Exceptional, Four Burner Theory, Arctic, and AI Slop
Feb 18, 2026
Happiness, Prediction Markets, Africa x China, and Founders
Feb 11, 2026
Excel, SaaS Meltdown, AI Mafia, and Vibe Coding
Feb 4, 2026
Advertising, AI Travel, American Wealth, and AI Borrowing
Jan 28, 2026
Pressure, KFC Japan, Student Protest, and Modi
Jan 21, 2026
Defeat, AI Boom, Chinese Auto, and American R&D
Jan 14, 2026
Senses, Bira, Indian IT, and Trader Joe's
Jan 7, 2026
6 min read
Soviet Union, Venezuela, Indian Judiciary, and Chinese Social Media Apps
Dec 31, 2025
Karma, 2026, Gold, and Boy Throb
Dec 24, 2025
Wonder, J.R. Simplot, India's Investment Journey, and Shein
Dec 17, 2025
Me, India, Japanese Empire, and Indian Rupee
Dec 10, 2025
Lehman Brothers, Red Bull, Chinese AI, and Japan
Dec 3, 2025
9 min read
Reality, Foxconn, Crypto Adoption, and Brain-rot
Nov 26, 2025
Growing Old, Handshakes, AI Mega Deals, and Stop Hiring
Nov 19, 2025
Fools, Relationship Compounding, Top 100 Tech Companies, and Degeneracy
Nov 12, 2025
Progress, Theory of the Firm, Google AI, and Blueprint
Nov 5, 2025
Actions, AI, E-commerce spend, and Viral Loops
Oct 29, 2025
Money, Trading, Ships, and Winning
Oct 22, 2025
Bears, Airplane Leasing, Cycling, and AI Chatbots
Oct 15, 2025
Reading, Creative Destruction, Bubbles, and Ikea Shopping Bags
Oct 8, 2025
Social Media, Physics Nobel, Church, and Fashion Design
Oct 1, 2025
Peace, Barry Diller, Birth Rates, and Corporate Jobs