Consistent Compounders

What Does the Singularity Imply for Your Portfolio

Summary: Ray Kurzweil’s Singularity forecast in 2005 — that machine intelligence will so dramatically exceed all human intelligence by 2045 that human life will be irreversibly transformed — was initially dismissed as the speculative musings of an eccentric scientist. However, now that his intermediate forecast for 2029 – that AI will pass the Turing test (i.e., […]

May 27, 2026 . 9 MIN READ
Consistent Compounders

Short read: Meet the New Leader of the Free World

No, the author isn’t referring to China as some might think after Trump’s visit last week. The author refers to ‘free world’ as in being free from dependence on America. It shows how first Ukraine has managed to hold a mightier Russia despite having given up on any help from America. And this success of […]

May 25, 2026 . 3 MIN READ
Consistent Compounders

Short read: The jobs apocalypse: a (very) short history

This is part of a series of articles in the Economist’s recent edition on the oft discussed risks to jobs from AI. Whilst most articles show that there is yet little evidence of job losses directly attributable to AI, the world – people and their governments should prepare for such an eventuality. However, this specific […]

May 25, 2026 . 3 MIN READ
Consistent Compounders

Short read: Vinesh Phogat vs wrestling system, and sadly the champion is on the mat

Vinesh Phogat had the courage to take on the Wrestling Federation of India (WFI) and the strongmen who rule the Federation. Now, the WFI is ensuring that Vinesh is put in her place. For those who enjoy seeing the system beat up a champion, this is an ideal case study. Shaunak Ghosh explains the WFI’s […]

May 25, 2026 . 2 MIN READ
Consistent Compounders

Long read: How Long Do We Wait for New Inventions?

Brian Potter at Construction Physics is one of our favourite science writers around. And this piece shows why. Potter uses Claude AI to research the question in the title of the piece, which means how much longer has it taken for an invention to be actually made from the time when all the preconditions for […]

May 25, 2026 . 6 MIN READ
Consistent Compounders

Long read: The origins of Indians

All of us learnt at school about the Indus Valley civilisation, their mysterious disappearance and the never-ending debate about Indians are people indigenous to the sub-continent or descendants of people from elsewhere. This long read in Aeon recasts this age old debate in a very original way. The author, Kiran Kumbar, is a historian, writer, […]

May 25, 2026 . 5 MIN READ
Consistent Compounders

Long read: The Chinese whiz kids of Silicon Valley

Viola Zhou grew up in China and migrated to USA. Based in New York City, she is now a reporter covering China’s tech scene. For this breathlessly exciting story on how China’s insanely driven STEM kids are the ascendant superstars of Silicon Valley, Viola relocated to Silicon Valley. Specifically, she relocated to the famous house […]

May 25, 2026 . 6 MIN READ
Consistent Compounders

Your 50s are By Far the Most Important Decade for Your Compounding

5 sets of factors make sensible saving & investing in your 50s even more important for Indians than for people in the developed world: 1) rapidly rising life expectancy, 2) surging healthcare & hospitalisation costs, 3) steadily rising cost of paying for children’s overseas education, 4) clear signs that AI will lead to job cuts for mid-senior level employees, and 5) most Indians have most […]

May 22, 2026 . 9 MIN READ
Consistent Compounders

Hyperscalers’ Exponential Revenue Growth Signals Trouble for Jobs

So far AI has for the most part augmented the efforts of human workers rather than replacing them outright. Agentic AI is different – it promises to replace human workers entirely and perform roles independently. Actual use of Agentic AI has so far been limited by its unreliability and by the high cost of compute. […]

May 22, 2026 . 8 MIN READ
Consistent Compounders

The Recent Birth and Ongoing Decline of ‘The Office’

Across the world, technology is steadily reducing the relevance of ‘The Office’ for white collar workers. As demand for office space in big cities reduces and as work shifts in two directions: a) to ‘Work From Home’; and b) to white collar gig work, demand for residential and commercial space in Tier 2 cities will […]

May 18, 2026 . 8 MIN READ
Consistent Compounders

Short read: The Risk-Wealth Paradox: Why More Money Means You Should Take Less Risk

Nick Maggiulli writes this wonderful blog on personal finance using lots of data analytics. But this is a rare one that is less about data and more about the psychology of personal finance. He addresses a counter intuitive point about how as our wealth increases, our appetite for risk reduces. Shouldn’t we be able to […]

May 18, 2026 . 2 MIN READ
Consistent Compounders

Short read: Sir David Attenborough – 100 not out

This is one of those instances where we are fans of the author and the subject. The author is Deepak Jayaraman, a leadership coach and author of the lovely book ‘Play to Potential’(see here for our podcast with him on the book). The subject is the legendary Sir David Attenborough, the English natural historian and an Emmy award winner […]

May 18, 2026 . 4 MIN READ

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