Short read: Crystal ball: Musk’s forecast of nobody needing to work looks flaky but Keynes’ life of leisure doesn’t
AI bros believe its rapid progress will create a world where everything is in abundance. Elon Musk has gone to the extent of proclaiming that abundance will be such that no one will need to work, at least not for money. Indeed, money as a concept will likely lose relevance. “Musk believes that robots and […]
Short read: China has been preparing for a global energy crisis for years. It is paying off now
Whilst the world at large has been somewhat relieved by the ceasefire, it has indeed been a huge source of relief in particular for those countries dependent on energy imports from the Gulf, primarily Asian majors such as Japan, Korea and India. Whilst China is an even bigger energy consumer and also dependent on imports, […]
Short read: Fossils from China show complex life evolved millions of years earlier than once thought
If you are feeling that the tanking stockmarket and the economic sluggishness is wearing you down, reading the article might help you put your (and our) challenges in perspective because the timelines which matter to the planet are not a few thousand years or even a few million years; they are more than several million […]
Long read: The Financialisaton of The Beautiful Game
Last week, we featured a piece on how capital markets are ‘enshittifying’ most aspects of life i.e, commercial interests undermining the quality of the ultimate experience of goods and services. This piece zooms in on how this is playing out in the world of sport in general, and football in particular, a sport that we call ‘The […]
Long read: From Ferment to Dominant Design: Reading the AI Model Wars Through History
In this brilliant blog (which we would suggest you read in full because of how important this could be for your business), Prof Lakhani tells us that those of us who are trying to figure who will win the LLM race by comparing what various AI models can do are likely to get it wrong. […]
Long read: Prisoner number 804: the plot to erase Imran Khan
Those of us who grew up in the 1980s, hated Imran Khan for his swagger, his talent, his charisma, his…the list is endless but all of this was because Imran all but ensured that from 1980-95, Pakistan ritually thrashed India in what felt like every cricket match. All of this meant however that we admired […]
Every Country Now Wants to be Atmanirbhar. How Can you Participate in this trend?
Industrial policy refers to government officials channelling resources to particular industries that the market would not. What India’s leaders understood many decades ago was acknowledged a fortnight ago by the World Bank – that every country should now have an industrial policy. Companies in our Global Compounders Portfolio are well positioned to potentially benefit from […]
Economic Warfare is Now a Daily Reality. Is Your Portfolio Ready for It?
Over the past 20 years, America has led the world in using economic chokepoints to hurt its rivals. First China (using rare earths) and now Iran (using Hormuz) are returning the compliment. It is all but inevitable that every significant economy will now use economic warfare to attain its goals. To protect your wealth in […]
Short read: The Median Isn’t the Message
This is a brilliant essay written by Stephen J. Gould, an evolutionary biologist in 1991 about the limitations of statistics, something very relevant in today’s world where popular opinion is manipulated using statistics something that the common man struggles to comprehend properly. Gould drives home this point using his personal encounter with cancer. He begins […]
Short read: How capital markets are driving Enshittification of Everything
Whilst social media still boasts of billions of users, many of us are increasingly opting out of it simply disappointed with the quality of experience on these platforms. Once a medium to stay in touch with friends or curate a newsfeed to inform oneself soon becomes a place for marketeers to sell their wares. There […]
Short read: 1976 film Chhoti Si Baat is one of Bollywood’s most progressive portrayals of masculinity
Many of us in Marcellus come from homes where machismo does not go down very well with any of our family members. Hence, we are a little bewildered by the recent spate of Bollywood movies whose machismo seems to be aimed at a generation which has grown up with its head inside a mobile phone. […]
Long read: In Search Of Banksy
This is a fun read of an investigative piece about one of the most enigmatic artists in human history – Banksy. Both the subject matter and the writing is brilliant enough to keep you riveted to the article. “Banksy, one of the world’s most popular and enigmatic artists, whose identity has been debated and closely […]
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