I write essays on topics loosely related to technological progress. Subscribe on Substack or here.
On Betting Against NVIDIA's plans
“Still to this day, if you ask founders, ‘Are you afraid that Microsoft might do what you’re doing?’ None of them are. It’s still not a threat to start-ups. Yes,...
Why Automation saves Manufacturing
At the close of the 20th century, the prevailing belief was that the era of manufacturing in Western countries had drawn to a close. Yet, here we stand, at the...
Airbus Versus Boeing: Engineering versus MBA Culture
For around thirty years, Airbus and Boeing have competed duopolistically and we have seen repeated ebb-and-flow in terms of market share. In 1992, Boeing’s market share for commercial airplanes was...
Technology, Lawfare, and Finance in the Birth of Electricity
“The American way is to make money by creating wealth, not by suing people.” –Paul Graham In the late 19th century, it was an open technological and economical question if...
Lee Kuan Yew’s Singapore in 2024
“Talent is a country’s most precious asset. For a small resource-poor country like Singapore, with 2 million people at independence in 1965, it is the defining factor.” – Lee Kuan...
An Early Studies Bildungsroman
When I get asked to introduce myself, there are a few different stories I tell depending on the context and the audience. The one that piques the highest amount of...
From Germany to Silicon Valley
I am currently in the process of obtaining a visa to move to the Bay Area. I was recently reflecting on all the ways this was not inevitable and how...