Microsoft recently published an interesting paper on “AI diffusion” which made me appreciate the true diffusion of AI may be higher than most people think and bottlenecks for further adoption may currently be underestimated. This paper titled, “Measuring AI Diffusion: A Population-Normalized Metric for Tracking Global AI Usage,” introduces the

Rare earth materials are again in the news! From WSJ last week: China’s Commerce Ministry said Thursday that foreign suppliers must obtain approval from Beijing to export some products with certain rare-earth materials originating from China if they account for 0.1% or more of the good’s total

When I read the following excerpt from the book “Poor numbers” last year, it was a stark reminder of lack of state capacity in many parts of the world even for collecting some routine data: In 2010, I returned to Zambia and found that the national accounts now were prepared

It’s Sunday, so I thought about sharing some thoughts on a non-investing topic: schools for our kids. Before we had our first kid in December last year, I was pretty firm on sending my kid to public school. However, since both my wife and I grew up in Bangladesh