Bao Nguyen

Essays & analysis on how AI diffuses into businesses, and what it means for people, work and capital allocation.

Featured Essay

29 August 2026

AI Makes Software Cheaper. What Does It Mean for Vietnam’s Engineers?

What the US and India tell us about what may be next.

New Essays will appear here as they are published.

Evolving views on how complex markets are organized, how they work and what we can infer about them.

The first Market Maps are in development.