Monthly Archives: April 2018

The back-end and front-end of the American Cloud

Venkatesh Rao on the dichotomy of the vast Hamiltonian ‘cathedrals’ across the US mainland and the carefully crafted Jeffersonian bazaars of the coasts. The vast back-ends, a national infrastructure of “grain silos, power plants, mines, landfills and railroad yards” built … Continue reading

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“Micro-homes”

Bombay real estate is nuts. People in my teams over the last ten years have commuted (and do) from Panvel, Kalamboli near the start of the Poona Expressway, and beyond Mira Road. I’m not sure how sustainable startup work + … Continue reading

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On compounding and starting early

On the power of compounding: What if Buffett got serious about investing when he was age 22 – just out of college – instead of age 10? Imagine he spends his 20s learning about investments, and his net worth at … Continue reading

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Investor Dean Williams once wrote: “Expertise is great, but it has a bad side effect. It tends to create an inability to accept new ideas.” Those who learned how to invest in the ‘70s and ‘80s never quite shook the … Continue reading

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