Thursday, February 27, 2025

The Idol and the Victim

The young bride was the idol, the amusement, the victim of the evening
.......Alessandro Manzoni (Italian novelist, the betrothed......1785-1873)
 



Principles are immutable until they are not; rivals are friends until they are not.
Humans make mistakes all the time. All of us do, every day, in tasks both new and routine. 
Some of our mistakes are minor and some are catastrophic. Mistakes can break trust and 
confidence of our peers but you don't have to stop trying.

Every type of thinking is best done in teams, not as individuals. There is no thinking that isn’t made 
more thorough, more accurate, and more innovative by the presence of other minds, offering 
different perspectives and together, asking even better questions.

A US startup aptly named Boom has become the first independently developed jet 
(with no government backing) to break the sound barrier. They aim to offer supersonic 
passenger flights by 2029

The Overture, which is Boom's full-scale commercial jet, is designed to carry passengers 
at speeds of up to Mach 2.2, with a goal of connecting cities like New York to London 
in just 3.5 hours, compared to the usual 7-8 hours. The Overture is also designed with 
sustainability in mind, with a plan to use sustainable aviation fuel (SAF) to minimize 
its environmental impact.

Boom Supersonic has placed a strong emphasis on sustainability in the development of its 
supersonic jets, particularly with the Overture aircraft. Some of their key sustainability 
efforts include:

1. Sustainable Aviation Fuel (SAF):
Boom is committed to using Sustainable Aviation Fuel (SAF) for the Overture jet. SAF is made 
from renewable resources such as plant oils or waste products and can significantly reduce 
the carbon emissions of aviation compared to traditional jet fuel. The company has even 
partnered with several SAF producers to ensure that the fuel can be used at scale for supersonic flight.

2. Design for Efficiency:
The design of the Overture has been optimized for efficiency to reduce fuel consumption. With a more 
streamlined, aerodynamic shape and lighter materials, the aircraft will consume less fuel while 
maintaining high speeds. This will also help reduce the overall carbon footprint per passenger.

3. Noise Reduction:
One of the environmental concerns with supersonic flight has traditionally been sonic booms, the loud 
noise produced when an aircraft exceeds the speed of sound. Boom is working on reducing the intensity of the sonic boom through a combination of design and engineering. They aim to create a "sonic boom" 
friendly aircraft that could eventually be used over land without disrupting communities, thus minimizing noise pollution.

Failure shields the best opportunities from competitors, but success reveals opportunity.
The global landscape of today is less predictable and more chaotic. But it doesn’t have to 
be less collaborative.

See You at The Top

Tuesday, January 28, 2025

Spread your Wings

 "I know very well that the stability pact is stupid like all decisions that are rigid" ........Romano Prodi (Italian statesman, president of the European Commission,1999)



I hope you consume much higher quality information, and I hope you create greater distance between the social opinions and gain greater proximity to your own. 

Youth is a privilege, use it to experiment, to test the boundaries of the world, to make mistakes while Europe is boxed into excessive regulations and struggling to match the energy behind the US and Chinas economy, you should spread your wings. 

Elons Musk’s $432 billion makes up approximately 1.5% of US GDP, with time on his side he could accumulate $1trillion, just like the oil magnate John D. Rockefeller with 2.3% of America’s GDP at $900 million in 1913. 

The world’s largest tech companies have substantial free cash reserves:  Apple ($109 billion), Microsoft ($74 billion), Alphabet ($64 billion), Meta ($44 billion), Amazon ($32B) and Nvidia ($27 billion). As a result, these companies will ramp up their acquisition activities in AI, data, hardware, and energy. They all hope to face less pushback from the Federal Trade Commission.

DeepSeek at a Glance

Cost breakthrough: DeepSeek’s R-1 rivals OpenAI’s o1 in performance (not o3) at 10% the cost, enabling affordable, high-quality AI.

Open-source edge: Freely available, runs on modest hardware, sparking rapid developer adoption and open-source innovation.

Industry disruption: Big Tech (OpenAI, Google, Meta) and Nvidia’s GPU business face pressure as low-cost models challenge closed, expensive systems. Could have made a fortune from shorting NVidia's stock.

China looked at the U.S. and saw the overbearing importance of the finance industry at the expense of the real economy. Many of the top US graduates ended up in the increasingly parasitic finance industry instead of working on projects that move society forward. 

Simply put you want your best minds building real value, not just extracting it.

For Technology, The US is ahead however, China has the momentum with a more focused research brain power on Tech as opposed to wall street and just like the GDP, China still has some mileage to overcome.

See You at The Top