The AI Margin Squeeze - inevitable?
Benedict Evans asks whether AI labs end up as commodity infrastructure. Then a Chinese lab released a near-frontier model — and raised prices. Both sides of the debate just got new ammunition.
Posts
The K-Shaped World Cup
Underneath the global spectacle is the same story I keep finding in the economic data — two very different experiences, depending on your income
The Bottleneck nobody's buying: AI Runs on kilowatts, not just code
Everyone's piling into AI stocks. But the real constraint on AI's growth isn't compute — it's power.
The Uncomfortable Pivot
Why Feeling ‘Weird’ With AI is Your New Competitive Advantage
Revisiting Charlie Munger's Timeless Wisdom for 2026
Revisiting the profound principles of Charlie Munger for the new year.
Year End Review 🔖 - Themes I am watching for 2026
Japan Carry Trade, AI, Robotics, and the Future of Work
Vibe Coding 🌟 With Google Antigravity
Rolling out a feature improvement on the blog using Google Antigravity in under an hour!
When the Grid meets the Algorithm
Why the Real Story of AI's energy use isn't what you think
Back From Hiatus
Back from a hiatus, Rebranding, Global macro, AI Scientist
A New Beginning
Philotimo, Management, and Rebranding youself in the AI era