Author: Colin Henderson

Progress in era of productivity
Economics, Economy, Geopolitics, US

US foreign trade barriers (linked 400 pages~)

Colin Henderson

US administration issued a rambling document with a multitude of ‘trade barriers’. “Where sufficient data exist, an approximate impact of tariffs on U.S. exports can be derived by obtaining estimates of supply and demand price elasticities in the importing country and in the United States. Typically, the U.S. share of imports is assumed constant. When no calculated price elasticities are available, reasonable postulated values are used. The resulting estimate of lost U.S. exports is approximate, depends on the assumed elasticities, and does not necessarily reflect changes in trade patterns with third countries. Similar procedures are followed to estimate the impact … Continue reading US foreign trade barriers (linked 400 pages~)

banking, Economics, Geopolitics, Innovation, Risk, Social Theory

US Tariffs Set to Make world economic and military History

Colin Henderson

It is worth capturing this moment. It has the potential to be elevated to a moment in world economic history in the same vein as Bretton Woods, World Trade Organization, United Nations, and many other bedrock areas that preceded and followed WWII. The broad perspective was to encourage World stability in economic terms and those tools were designed to create a global platform of stability that would make WWxx things of the past. Here we are 80 years later and the flaws in those tools with their commensurate inability to adapt have created a global world of bad actors yet … Continue reading US Tariffs Set to Make world economic and military History

AI

Nvidia GTC 2025: AI Matures into Enterprise Infrastructure

Colin Henderson

Companies are changing the architecture for how they compete. By Sarah Elk and Eric ShengCopyright © 2025 Bain & Company, Inc. All rights reserved.Nvidia GTC 2025: AI Matures into Enterprise Infrastructure Bain provide their latest input on evolution of AI following the Nvidia GTC Conference. My take is that Bain are ahead of the markets on understanding this evolution. AI is becoming industrialized and the work and products coming from Nvidia provide the next generation of building blocks of this evolution. And the prime mover of that evolution is to develop business value through corporate reconstruction built around AI. This … Continue reading Nvidia GTC 2025: AI Matures into Enterprise Infrastructure

AI

The Canadian roots of Elon Musk conspiracist grandpa

Colin Henderson

Raised in Saskatchewan, Joshua Haldeman was a tech-utopian, politician and apartheid fan In considering programming and definition of AI the complications and social drivers that brought a chiropractor from Saskatchewan to be the grandson being the richest and arguably most powerful man in the world has many frames of thought and dynamics in producing such a person. Read on for an unbelievable yet true profile. By Geoff LeoMar. 20, 2025 Joshua Haldeman was just one of thousands of Saskatchewan farmers who lost their land in the drought of the Dirty ’30s. While that trauma shaped the lives of everyone who … Continue reading The Canadian roots of Elon Musk conspiracist grandpa

AI

CONTENT FROM PWC 

Colin Henderson

AI: Speed matters more, scale matters less, innovation matters most As businesses embrace AI-driven models, they’ll need to rethink everything from workforce strategies to innovation processes. Critical shifts in strategy will emphasize speed more, scale less and innovation most of all. The time to embrace AI is now. Read more AI IN THE NEWS  Nvidia announces its new chips and positions itself for the post-DeepSeek AI landscape.Fortune’s Sharon Goldman reported from Nvidia’s GTC developer conference this week, where the company unveiled Blackwell Ultra, a family of chips shipping later this year, and Vera Rubin, its next-generation GPUs it plans to ship in … Continue reading CONTENT FROM PWC 

AI

Shifts in world order- includes review “The Technological Republic-Karp”

Colin Henderson

When I began this review I was focussed on Karps useful and relevant new book. He reflects on the last 30 year silicon valley dominance of technology world which reflects a clear consumer focus reflected in web clicks, marketing, user growth and consumer attraction. Karp reflects much from history before WWII and the engineering focus of Roosevelt and his congressional colleagues. The primary focus was to maintain and improve on the strength and power of America following success during the war but seeing the alternative enemies  that ultimately resulted in the Cold War. This produced inventions we rely on today, … Continue reading Shifts in world order- includes review “The Technological Republic-Karp”

Canada, EU, UK

Europe update – Bloomberg

Colin Henderson

#geopolitics #risk President Donald Trump issued a direct threat to Iran, saying he’d hold the regime responsible for future attacks on shipping in the Suez Canal and southern Red Sea by Houthi rebels. His threat of retaliation against Tehran ratchets up the stakes even more after he authorized military strikes over the weekend on the group. The Houthi health ministry said 53 people were killed. Successive US administrations have accused Iran of supplying training, expertise and weapons to the Houthis, but taking on Iran directly would carry a fresh set of risks. Trump’s director of national intelligence, Tulsi Gabbard, said that other countries should … Continue reading Europe update – Bloomberg

AI

“The Technological Republic: Hard Power, Soft Belief, and the Future of the West” by “Alexander C. Karp, Nicholas W. Zamiska”).

Colin Henderson

First Draft book review – Colin Henderson March 7th, 25 My first draft notes on this important new book.  “The Technological Republic: Hard Power, Soft Belief, and the Future of the West” by “Alexander C. Karp, Nicholas W. Zamiska”). 1 First Draft book review – Colin Henderson March 7th, 25 1 Conclusion 6 Preface The Author reflects on his philosophy broadly and more specifically what is wrong and missing in the American approach to invention and use of technology. It is a powerful message that in simple terms could be viewed as a direct reflection from the 60’s and Rand … Continue reading “The Technological Republic: Hard Power, Soft Belief, and the Future of the West” by “Alexander C. Karp, Nicholas W. Zamiska”).