Dispatches on the future, capital allocation and macro trends.
London, England
Joined August 2026
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Queen Square, Bristol. Fantastically preserved square that makes you retain a sense of a booming port city. Mixed use offices of merchants, bankers, lawyers coming to ply their trade.
The most obvious case for outsourcing for ad hoc employment advice, otherwise they’ll make up work for themselves without any awareness of the business impact. A trend that’s likely to gain traction.
I love image generation models that show how easy it is to make buildings beautiful again. Obviously the cost isn’t a factor vs reality but we really did lose our way with civic pride in the post-war boom.
Property vs stock market is a binary for most in the U.K. (if at all). Will the scarcity of property mean its value is preserved? Will the market be a rising tide and lift all boats? Easy to feel like the market is the answer but the safe haven of property will be attractive
TL;DR: Owning assets is no longer optional.
You have about 3 to 4 years to stack wealth and build real distribution.
Once AI takes over half of cognitive work, selling your hours on a laptop won't protect you. In an AI economy, pure salaries get crushed while asset owners capture the entire upside.
Own equity, businesses, or real-world reach before the window shuts.
September - fresh beginnings. My favourite time of year to take stock. Aided by almost nailing the latte art this morning.
Best European cities in no particular order. London, Amsterdam, Copenhagen, Barcelona, Athens… did I miss any from the top 5?
Spent a few days in the Netherlands. Up there with one of the most effective, successful countries given its size. Punches above its weight. Well connected. Places that make you want to be outside in.
Amsterdam’s such a liveable city. Flushing out tourists en masse with hefty city taxes, banning cruise ships etc. Fascinating to see how this changes the city
Julian retweeted
As London reaches 35°C this afternoon, we are reminded yet again that trees are not a luxury. They are essential infrastructure...
It’s something so simple and no cost: a hallmark of Burnham’s government. Rayner has the opportunity to create a real legacy… just play around with AI on your local high street to see the power!
Imagine if councils could set very clear design standards for shopfronts. Provided the standard is met, no planning permission is required. @andyburnham
Julian retweeted
The @paulg essay on cities and ambition sums it up pretty well. paulgraham.com/cities.html
Not for everyone admittedly, but it’s nice to think of cities as markets that bring like-minded people together.
Can’t help but feel the Isle of Man is underutilised strategically. Well-protected & sheltered, abundant cooling for energy and within relative close distance of all major economic centres of the U.K. & Ireland.
