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Tess' Newsletter

Tess

Mental models, investing and tech

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues112Founded5 years agoLast Issue7 months ago
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Latest Issues

The China I See - My observations as a Singaporean traveller

Hi readers,

Over the past few years, I’ve been to major cities in China including — Beijing, Shanghai, Hangzhou and Suzhou.

Here are some of my thoughts and observations:

  • Consumer tech ecosystem - Super Apps in China

  • “Made in Ch...

7 months ago
2
1

Life updates, The Great Chicago Fire and the Power of Intangible Moats, Chicago trip reflections

Hi readers,

It has been awhile since the last post - I hope all of you are doing great, and life has been treating you well!

Before we dive into this week’s newsletter, wanted to share a more personal note.

The last 6 months has been qui...

9 months ago

Natural selection and the AI wave, Think Smarter, Not Harder, Peter Lynch on Market Corrections

Hi readers,

This week I’d like to share with you these ideas:

  • Natural selection and the AI wave

  • Think Smarter, Not Harder

  • Quote from Peter Lynch on market corrections


Natural selection and the AI wave

“It's...

a year ago

DeepSeek r1, Satya Nadella interview: SaaS is dead?, Thoughts on Nostalgia

Hi readers,

This week I’d like to share with you these ideas:

  • DeepSeek r1 China’s new AI model

  • Satya Nadella interview: SaaS is dead?

  • Morgan Housel: Message From the Past (Thoughts on Nostalgia)


DeepSeek r1 -...

a year ago

What’s Next? The Future with Bill Gates, The Power and Challenges of Compounding, Wealth equation

Hi readers,

This week I’d like to share with you these ideas:

  • The Power and Challenges of Compounding - Tsai Capital

  • What’s Next? The Future with Bill Gates

  • Wealth = Have / Want


The Power and Challenges of Com...

a year ago
3
1

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    Mental models, investing and tech

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