15 May 2026 Chip War and the consequences of not encouraging risk I read Chip War at the same time as reading a very different sort of history book: Foundation by Peter Ackroyd. Whereas Chip War takes
04 May 2026 A late-1990s lens on how AI could transform state power A short reflection on James Scott's classic work, Seeing Like a State (1998), and how it might relate to the AI era In
02 May 2026 Three things I didn't expect to learn from Kenneth Rogoff A short review of Our Dollar, Your Problem (2025) I listened to Rogoff being interviewed when his book launched last year and decided it was
01 May 2026 Where is Intel on the smile curve? Stan Shih’s smile curve is a decades-old concept, but it’s still relevant to investors who have been watching Intel’s share price (INTC,