Sharing my stream of consciousness as I learn to be a better investor, person and father with each passing day. Paying it forward.
Joined January 2021
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I'm unconsciously following the AI companies' playbook.
I do test automation at work. Coding with AI is easy for me. More importantly, I know what "done" looks like.
Lately, I've been asking colleagues in adjacent fields how they define "done". Then I build workflows and software to replace parts of their tasks.
Electronics design to PCB. Now circuit simulation too, covering part of what ADS does.
Over time, I think I could run a one-person company (OPC). Haha.
It's amazing where curiosity can take you.
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US mid term is coming.
There will be a lot of misleading news especially individuals who have close relationship with 47.
Do not let your emotions get the better of you in investing.
Be objective. The swing can be great opportunity to load great undervalued companies.
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Think about this.
Every industrial revolution had a catch for small countries.
Limited population.
Limited land.
Steam.
Electricity.
Computing.
Digitalisation.
Each one needed physical infrastructure close by, or more people to scale up.
Railways had to be built.
Power plants had to be built.
Factories had to be built.
Data centres had to be built.
AI changes this for small countries.
It scales without needing people in proportion. It is a multiplier in itself.
Data centres can sit hundreds of miles away. The cables and connectivity were already laid during the internet era.
Small modular reactors offer nuclear power that is more reliable and safer than earlier designs.
What is left is human capital.
If a population levels up with AI, 5 million people could generate more output than 50 million without it.
Size used to decide who won. Now it may be how well a country uses AI.
