Maniac, by Benjamin Labatut

This summer I was reading “Maniac” written by Benjamin Labatut. I liked the way is written, how the different characters described Janis Von Neumann and how it cover the evolution of computer science. His writting style engage a lot.

Buy or build decision in space of PE backed providers

Context New hype shows up, then capital values the opportunities and frantically they invest and invest. Suddenly the investors reach the time where the company promised returns, and many of them cannot provide it. This phenomenon happens a lot, now with everything that has “AI”. But it is not unique to the AI world, it … Read more

monetary expansion, without change of direction

M2 money supply refers to the total amount of money available in an economy, including cash, checking deposits, and easily convertible near money. As of April 2025, the M2 money supply in the United States was approximately $21.86 trillion. Using tradingview, I could see how a high level view of the change in this chart. … Read more

John Mathews is not who you think

This week something interesting happened. John contacted me, and I use to reject this type of connect requests, but this time I thought “let’s play” John sent me a note: I answered: John replied: And we stopped here. As we say in Spanish “against the vice of asking, the virtue of not giving”. This is … Read more

How do you manage the “New Legacy”?

The identification of the “New Legacy”, is a tough topic. Be right with the timing requires situational awareness. A simple example, When can we consider that SaaS CRM will be considered the new Legacy? There are many aspects to consider (external and internal), but there is a market factor that need to happen: the existence … Read more

Skin in the game

I have enjoyed a lot this book, by many reasons: the variety of topics and the way he writes. There are many concepts that are themselves models and enable to understand how things work. Now I will jump into a different book, but everybody talks about antifragile as the next Taleb’s book I should read.

Google Quantum Computer

Google announced an advance in their Quantum computing processors. Despite they clearly indicated that is just the second milestone of six steps they have in their roadmap, the general reaction was: Quantum computing is already here. I have tried to draw the gap between what they communicated and the perception. Information is asymmetric, but this … Read more

Normative Theory Vs Stopping Strategy

There are many ways to make decisions, and it’s interesting to recognize how we do it. These 2 ways are interesting to have present in the way you build your habits about decision making in front of uncertainty. Normative theory It outlines how decisions should be made to achieve optimal outcomes, assuming rational behavior and … Read more