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Jensen Manifesting The Future
Notes from Nvidia GTC 2026 (and Jensen's approach to comms).
Mar 26
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Trungphan2
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The Sphere's $4B Business, explained
The eye-catching Las Vegas attraction cost James Dolan $2.3B to build. After an uncertain start, the recent success of "The Wizard of Oz" has created a…
Mar 6
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February 2026
6 Takeaways From Citrini's Viral AI Doomer Article (and a Bunch of Rebuttals)
Can an AI productivity boom tank the economy? Maybe. Maybe not. Buy maybe. But, also, maybe not.
Feb 27
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Trungphan2
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The Slack AGI Test
All the major AI labs run on Slack. When they stop, it's probably a sign that AGI is here.
Feb 20
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Trungphan2
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How does Docusign have 7,000 employees?
And other thoughts about B2B SaaS in the age of AI coding agents.
Feb 13
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Trungphan2
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January 2026
NFL & Fox: The $1.6B Deal That Changed Everything
In 1993, Rupert Murdoch vastly overpaid for NFC media rights. But the deal turned Fox into a major American TV network and completely changed the…
Jan 30
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Trungphan2
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How Tech Metrics Change Your Values and Behaviour
Insights from philosopher C. Thi Nguyen's book "The Score".
Jan 24
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Trungphan2
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Warren Buffett, Charlie Munger and the Reading Unlock
One Buffett lesson I'll share with my kid: read, read, read.
Jan 16
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December 2025
11 Best Things of 2025
My favourite book, film, podcast, live event, song, meme, purchase and more for the year.
Dec 19, 2025
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Hayao Miyazaki: 9 Creative Lessons
Notes on the creative process for the legendary Japanese filmmaker and founder of Studio Ghibli.
Dec 6, 2025
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November 2025
James Cameron On AI in Hollywood
PLUS: Dyson's $3B haircare pivot, Taco Bell's Chief Food Innovation Officer.
Nov 28, 2025
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Trungphan2
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Dishoom's $400m Restaurant Playbook
How a former Harvard MBA turned Bain consultant co-founded Dishoom and scaled the Indian fine dining business to $180m in sales and a $400m valuation.
Nov 20, 2025
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