Over coffee
A short take on what is happening in the markets and around them: macro, politics, FIRE and thoughts.
27/10/2026Straight talk over coffee: USA and China. What speaks for one side, and what for the other?Two powers and a rivalry that will last longer than most of us will be investing. A look at what the US has going for it, what China has, and why I think neither side will win with a single move.Politics · Macro21/10/2026AI and the software developer: the end of writing code, not of the engineerFarmers, architects, surgeons and accountants have all been through their own revolutions and did not disappear: their work changed. I check whether developers are on the same road, why it is happening so fast this time and who today's developer is becoming.Thoughts06/10/2026The Café Rules: why you do not have to take my word for itI have no sure things and no crystal ball. I have rules you can check: the company's story, three scenarios, a downloadable model and a public thesis register.Thoughts