Ruminations on the Galápagos of the car industry

Aweh, Dear Ruminants and Groupies, It is September 2046 and I am going to America. I have been advised not to. Not because it is dangerous. America remains quite safe, provided one avoids schools, political rallies and discussing tariffs. The problem is getting in. My American visitor visa cost $10,000. There were three interviews. TheContinue reading “Ruminations on the Galápagos of the car industry”

Ruminations on the lanyard class

Aweh, Dear Ruminants and Groupies, How many lanyards have you received in the past year? Can you judge your importance by how many you have? Do you throw them away? South Africa has a genuinely consequential energy-investment ecosystem because the country is simultaneously trying to rebuild the grid, procure huge quantities of new generation, createContinue reading “Ruminations on the lanyard class”

Ruminations on Objective Reality and Elon Musk

Aweh, Dear Ruminants and Groupies, I watched all 85 minutes of the recent interview between Elon Musk and Zanny Minton Beddoes, editor-in-chief of The Economist.Not merely the flurry of soundbites it subsequently produced. I had two reactions. The first was: Bloody hell, this is fascinating. The second was: Bloody hell, this is disturbing. These reactionsContinue reading “Ruminations on Objective Reality and Elon Musk”

Ruminations on Meritocracy, Pink Cows and the Curious Resilience of Corporate Failure

Aweh Dear Ruminants and Groupies, The Two Capitalisms There are, it seems to me, two very different forms of capitalism. In the first, value creation is brutally tested every single day. If you are a dentist, patients return only if you are competent. If you are a surgeon, your reputation rests on outcomes. If youContinue reading “Ruminations on Meritocracy, Pink Cows and the Curious Resilience of Corporate Failure”

Ruminations on Who You Think You Are

Aweh Dear Ruminants and Groupies, A Bar, a Cow, a Vice President, and a Vorlon A pink cow, JD Vance, a Vorlon, and I walk into a bar… This is not the beginning of a joke, although it probably should be. It is also not, strictly speaking, a bar. It is more of a diningContinue reading “Ruminations on Who You Think You Are”

Ruminations on AI, thinking about thinking, and immigration

Aweh Dear Ruminants and Groupies, Last week I wrote about foreigners and immigration. This week is a continuation of that discussion, although it takes what appears to be a rather odd detour into artificial intelligence and how I think. Bear with me. There is a point to all of this. At least I hope thereContinue reading “Ruminations on AI, thinking about thinking, and immigration”

Ruminations on March and March and the seductive pleasure of not thinking

Aweh, Dear Ruminants and Groupies, The American columnist David Brooks has observed that many people seem remarkably uninterested in the hard work of thinking, finding it far easier to outsource that burden to whoever offers the simplest explanation. Thinking requires holding contradictory ideas simultaneously. It requires tolerating uncertainty. It requires sitting with the discomfort thatContinue reading “Ruminations on March and March and the seductive pleasure of not thinking”

Ruminations on being 65 and my last magnum

Aweh Dear Ruminants and Groupies, The bet On Sunday, I turned 65, and as Nerine does, there was a lavish feast with friends and family. It’s what Nerine does best, and I love her for it. We drank the last magnum of Kanonkop Paul Sauer 2012 that I owned. I won six of these magnumsContinue reading “Ruminations on being 65 and my last magnum”

Ruminations on Brand-Building and Becoming a Complete Narcissist

Aweh Dear Ruminants and Groupies, There comes a moment in the life of the corporate mammal when the institution looks at you with the warm affection of a procurement department reviewing an obsolete supplier contract and says, in its own delicate way: “Thank you for your service. Now kindly remove your carcass from the orgContinue reading “Ruminations on Brand-Building and Becoming a Complete Narcissist”

Ruminations: You Can’t Compress a Country into a Climate Solution

Aweh, Dear Ruminants and Groupies, The Cheesecake Problem At a recent dinner, somewhere between the third glass of wine and a heroic attempt at a shared dessert, someone confidently announced that they had “cut out sugar.” This was delivered while absent-mindedly working through what can only be described as a medium-sized cheesecake. When this smallContinue reading “Ruminations: You Can’t Compress a Country into a Climate Solution”