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Breaking Down Harvard’s $56.9B Endowment: A 400-Year Experiment in Long-Term Thinking
Nearly four centuries ago, a young Puritan minister named John Harvard donated half of his estate and his personal library to a fledgling college in Cambridge, Massachusetts USA. Just a few years later, donor Ann Radcliffe contributed 100 pounds to fund the institution’s earliest scholarships. These acts of generosity planted the seed for what would become the oldest continuous investment fund in the United States, and today, the world’s largest academic endowment, valued at
Dec 73 min read


Google Reclaims Ground in the AI Competition
For much of the past two years, the AI conversation has orbited around OpenAI, Anthropic, and Nvidia. Google, the original pioneer of the transformer architecture, was cast as the sleeping giant: powerful, well-funded, but slow. In 2025, that narrative is reversing. Built on a decade of deep research investment, strengthened by rapid advances in foundation models, supported by massive infrastructure expansion, enabled by Google’s proprietary Tensor Processing Unit (TPU) plat
Nov 295 min read


Vietnam and the New Geometry of Global Manufacturing
Global trade is entering one of those uneasy phases when the old map no longer explains the world, but the new one has yet to fully form. For decades, the logic was simple enough: build where it’s cheapest, scale where it’s easiest, ship where demand is. That formula pulled much of the world’s manufacturing gravity toward traditional hubs, which rose from one workshop among many to the workshop of the world. Countries across the world are making their case. India leans on a l
Nov 235 min read


Decisions Under Uncertainty: The Venture Investor’s Framework
Decision-making remains one of a manager’s most critical, and difficult responsibilities. Every strategic choice reflects a judgment about the future, yet many leaders still view it as more art than science. As business environments grow more complex and data-rich, the challenge lies not in access to information but in the lack of structure to interpret it. This article explores how Decision Analysis provides that structure, connecting its theoretical foundations to practica
Nov 124 min read
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