
Retired Global Strategist for Ninety One.
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 13 | Founded | 9 months ago | Last Issue | a month ago |
| Active | |||||

“I like to write when I feel spiteful. It is like having a good sneeze.” D.H. Lawrence
A methodological audit. Not a grievance.
Preamble: Stepping Back, Not Walking Away
The occasion of this audit is a single number: the Artific...
The FT has reported that Big Tech profits received a $160bn boost from gains on stakes in other AI companies.
My immediate thought? I have seen this movie before. It was called zaitech. It did not end well.
In the late 1980s, Japanese man...
“Thus every Part was full of Vice, Yet the whole Mass a Paradise.”
Bernard Mandeville, The Fable of the Bees, 1714
⬡ HONEYCOMB 1 – “THE MOST WRETCHED HIVE OF SCUM AND GRIPING”
Recently, the DeepSeek Intelligence Refinery managed to dis...
PREAMBLE
What’s a watt? It is one of the seven International System of Units (SI), the metric defining a unit of power. It is scientifically grounded: 1 joule per second or 1 kg⋅m2⋅s−3c. This makes it universal and precise.
Yet no car sal...
Section 7: The Julie as Business Metric – From Physics to Accounting
Numbers count. So count the numbers
The original Julie essay measured intelligence per joule. That remains the physics. But physics without economics is engineering. Eco...
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The writers behind this newsletter.
Retired Global Strategist for Ninety One.
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