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The Taste Premium

Published on: 15/10/2026

Issue 53: As AI makes competent work free, knowing what’s worth doing becomes the most valuable human skill. Here’s why, and how to build it.

The Doomer’s Dividend

Published on: 24/09/2026

Issue 52: AI labs warn of catastrophe and ask to slow the race. Follow the incentives, and the push for safety starts to look like regulatory capture.

The Last Human Edge

Published on: 13/08/2026

Issue 50: As AI makes execution cheap, the quality of your decisions becomes your last real edge. Annie Duke’s thinking in bets, sharpened.

The Empire Trap

Published on: 23/07/2026

Issue 49: We’ve long measured executives by the size of the army they command. AI is breaking that proxy. Here’s what replaces it.

Oh, Australia

Published on: 11/06/2026

Issue 47: The AI boom has split the world into two economies. Why Australia sits on the wrong side, and the policy choices keeping us there.

Compute’s 1983 Moment

Published on: 21/05/2026

Issue 46: CME is launching compute futures. The real question is who controls the benchmark underneath, and four camps are fighting for it.

The Forces Shaping Markets This Year

Published on: 15/01/2026

Issue 40: A macroeconomic and markets outlook for 2026, from growth, inflation and policy to AI, stocks, bonds, crypto, commodities and the key risks.

Deep Logic: Mastering Second-Level Thinking

Published on: 07/03/2024

Issue 3: How to out-think the consensus with second-level thinking, and the second-order impacts of Nvidia, 'the most important stock'.

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