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Thoughts

January 11, 2026

How Singapore Dominates Southeast Asia's Internet Infrastructure

Singapore has no land, no water, and no electricity. They still run Southeast Asia's internet. Land in Batam at 80x discount. Water from Malaysia at 1962 prices. Cables that route everything through them. They didn't just win the region — they made sure everyone else would stay a spoke.

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January 8, 2026

Pixels Aren't People: When AI Ethics Become Optional

Grok stripped clothes off a photo and then defended doing it. Not a bug. A product decision. Every feature you ship is a signature — and Elon just signed his name.

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