Robert Falzon
@robertfalzon.bsky.social
Co-founder and CEO of Inkwell Data. Home of Altior - common ground data acquisition and handling platform to support IoT / AI at scale. On tech, innovation, startups, history, art, wine, and much more.
MHHS replaces statistical profiling with measured half-hour allocation, making cost, risk and flexibility value interval-specific and economically explicit. Altior can provide the coordination layer required to validate, align and route verified telemetry across devices, the DCC and market systems.
February 12, 2026 at 3:52 PM
MHHS replaces statistical profiling with measured half-hour allocation, making cost, risk and flexibility value interval-specific and economically explicit. Altior can provide the coordination layer required to validate, align and route verified telemetry across devices, the DCC and market systems.
Alphabet’s 100-year bond signals that AI has shifted from a software story to capital-intensive infrastructure financed by strong demand for CNI-style debt. The risk is less the tech failing, than debt-fuelled capex outrunning utilisation, with energy constraints and weak ROI exposing the cycle.
February 11, 2026 at 6:12 PM
Alphabet’s 100-year bond signals that AI has shifted from a software story to capital-intensive infrastructure financed by strong demand for CNI-style debt. The risk is less the tech failing, than debt-fuelled capex outrunning utilisation, with energy constraints and weak ROI exposing the cycle.
Europe has long lacked a unifying enemy, leaving the EU mostly technocratic and emotionally thin. Brexit and then Putin shifted sentiment, but Trump has become the true catalyst: reframing the US as unreliable, boosting European identity, public support, and momentum toward unity and autonomy.
February 11, 2026 at 4:05 PM
Europe has long lacked a unifying enemy, leaving the EU mostly technocratic and emotionally thin. Brexit and then Putin shifted sentiment, but Trump has become the true catalyst: reframing the US as unreliable, boosting European identity, public support, and momentum toward unity and autonomy.
For much of history, states competed to control raw materials. For every tonne of fossil fuels extracted, six tonnes of sand, stone, and metals are required. Global supply chains created a false sense of security, but growing dependence is placing material resilience back at the centre of strategy.
February 11, 2026 at 3:53 PM
For much of history, states competed to control raw materials. For every tonne of fossil fuels extracted, six tonnes of sand, stone, and metals are required. Global supply chains created a false sense of security, but growing dependence is placing material resilience back at the centre of strategy.
Japan is entering a postwar turning point. After PM Sanae Takaichi’s landslide election win, she plans to revise the US-drafted 1947 constitution, and revisit her country's military posture. The shift is driven by voter anxiety over security, China tensions, and growing doubts about US reliability.
February 10, 2026 at 10:08 AM
Japan is entering a postwar turning point. After PM Sanae Takaichi’s landslide election win, she plans to revise the US-drafted 1947 constitution, and revisit her country's military posture. The shift is driven by voter anxiety over security, China tensions, and growing doubts about US reliability.
As electricity systems become more decentralised, Operational Digital Infrastructure, such as our platform Altior, will be required to sit between physical assets and market and control systems. To provide standard asset representation, secure data governance, and low-latency telemetry and control.
February 10, 2026 at 7:47 AM
As electricity systems become more decentralised, Operational Digital Infrastructure, such as our platform Altior, will be required to sit between physical assets and market and control systems. To provide standard asset representation, secure data governance, and low-latency telemetry and control.
The so-called golden generation of Scottish rugby fell in Rome under biblical rain. Italy struck early through the world-class Menoncello, then absorbed pressure as conditions worsened. Defensive grit, an improved scrum, sharper discipline, and Scottish handling errors saw the Azzurri close it out.
February 8, 2026 at 8:48 PM
The so-called golden generation of Scottish rugby fell in Rome under biblical rain. Italy struck early through the world-class Menoncello, then absorbed pressure as conditions worsened. Defensive grit, an improved scrum, sharper discipline, and Scottish handling errors saw the Azzurri close it out.
Altior governs the OT data first mile as secure, repeatable infrastructure. Partners can build and commercialise multiple services on a single platform, while end users retain full data ownership, security and sovereignty. Consistent device abstraction enables fast, non-intrusive, secure deployment.
February 7, 2026 at 3:05 PM
Altior governs the OT data first mile as secure, repeatable infrastructure. Partners can build and commercialise multiple services on a single platform, while end users retain full data ownership, security and sovereignty. Consistent device abstraction enables fast, non-intrusive, secure deployment.
The portrait of the dyslexic, Habermas-trained, neo-Marxist founder of Palantir. Who believes that structurally fragile liberal democracies require robust institutions - on security, borders, health, energy, or crime. And therefore, promotes the moral trade-off of a surveillance state (eg. ICE).
February 2, 2026 at 5:16 PM
The portrait of the dyslexic, Habermas-trained, neo-Marxist founder of Palantir. Who believes that structurally fragile liberal democracies require robust institutions - on security, borders, health, energy, or crime. And therefore, promotes the moral trade-off of a surveillance state (eg. ICE).
Named after a village in northern France, Saint-Gobain’s 350-year history reflects the best of French capitalism: engineer-led management, long-term vision, steady adaptation. From glass and chemicals to global construction solutions, successive leaders avoided speculation, followed building needs.
January 31, 2026 at 3:13 PM
Named after a village in northern France, Saint-Gobain’s 350-year history reflects the best of French capitalism: engineer-led management, long-term vision, steady adaptation. From glass and chemicals to global construction solutions, successive leaders avoided speculation, followed building needs.
Saint-Gobain was founded in 1665 under Louis XIV as the Manufacture royale des glaces. To rival Venetian glassmakers, Colbert used state backing & industrial espionage, luring Murano artisans to France to steal techniques, enabling large mirror production for Versailles & breaking Venice’s monopoly.
January 31, 2026 at 2:47 PM
Saint-Gobain was founded in 1665 under Louis XIV as the Manufacture royale des glaces. To rival Venetian glassmakers, Colbert used state backing & industrial espionage, luring Murano artisans to France to steal techniques, enabling large mirror production for Versailles & breaking Venice’s monopoly.
Dr. Mariano Barbacid’s team cured pancreatic cancer in mice through genetic engineering. The key target was KRAS, a mutated gene that acts like a jammed on switch, forcing cancer cells to grow. By disabling KRAS and its backup pathways together, tumours collapsed—proving the disease is treatable.
January 30, 2026 at 8:34 PM
Dr. Mariano Barbacid’s team cured pancreatic cancer in mice through genetic engineering. The key target was KRAS, a mutated gene that acts like a jammed on switch, forcing cancer cells to grow. By disabling KRAS and its backup pathways together, tumours collapsed—proving the disease is treatable.
AI is forcing a structural repricing of software. Narrative-led SaaS are punished (50–75% drawdowns) as AI commoditises features and workflows. Markets now reward revenue durability, cash flow, and data/control-centric platforms—especially those tied to regulation, infrastructure, real-world usage.
January 30, 2026 at 8:33 PM
AI is forcing a structural repricing of software. Narrative-led SaaS are punished (50–75% drawdowns) as AI commoditises features and workflows. Markets now reward revenue durability, cash flow, and data/control-centric platforms—especially those tied to regulation, infrastructure, real-world usage.
ServiceNow beat Q4/FY25 earnings, yet its shares are down ~50% YoY as investors reassess SaaS valuations. Market saturation, AI, and costly deals such as the MoveWorks are weighing on sentiment. CEO Bill McDermott says the acquisitions drive innovation, but markets are repricing legacy SaaS growth.
January 30, 2026 at 11:06 AM
ServiceNow beat Q4/FY25 earnings, yet its shares are down ~50% YoY as investors reassess SaaS valuations. Market saturation, AI, and costly deals such as the MoveWorks are weighing on sentiment. CEO Bill McDermott says the acquisitions drive innovation, but markets are repricing legacy SaaS growth.
Build vs buy shouldn't be about ego; it’s about ROI and speed to value. Google benefits from a deep ecosystem to amortise AI costs; OpenAI and Meta burn cash to defend models. Apple opts out entirely—renting capability, controlling the interface, and keeping the customer. Leverage beats vanity.
January 30, 2026 at 8:08 AM
Build vs buy shouldn't be about ego; it’s about ROI and speed to value. Google benefits from a deep ecosystem to amortise AI costs; OpenAI and Meta burn cash to defend models. Apple opts out entirely—renting capability, controlling the interface, and keeping the customer. Leverage beats vanity.
Started in 2007, EU–India trade talks restarted in 2022, and accelerated in 2025 amid Trump tariffs tensions. The deal removes ~90% of tariffs (€4bn/year), excluding agriculture, with the EU deepening strategic and supply-chain ties with India despite New Delhi’s continued ties to Russia.
January 28, 2026 at 4:58 PM
Started in 2007, EU–India trade talks restarted in 2022, and accelerated in 2025 amid Trump tariffs tensions. The deal removes ~90% of tariffs (€4bn/year), excluding agriculture, with the EU deepening strategic and supply-chain ties with India despite New Delhi’s continued ties to Russia.
A cautionary tale of colonialism and unregulated corporate power. Starting with just 35 people, the East India Company exploited a 40-year military and technological advantage and a Mughal power vacuum (the Anarchy) to move from trade to rule—turning instability into continental-scale looting.
January 28, 2026 at 1:32 PM
A cautionary tale of colonialism and unregulated corporate power. Starting with just 35 people, the East India Company exploited a 40-year military and technological advantage and a Mughal power vacuum (the Anarchy) to move from trade to rule—turning instability into continental-scale looting.
The UK’s high electricity prices stem from market design rather than renewables. Marginal pricing is set on gas prices when wind and solar dip. Without large-scale energy storage to smooth supply and cut gas dependence, the UK will face persistently high costs and weaker industrial competitiveness.
January 28, 2026 at 9:24 AM
The UK’s high electricity prices stem from market design rather than renewables. Marginal pricing is set on gas prices when wind and solar dip. Without large-scale energy storage to smooth supply and cut gas dependence, the UK will face persistently high costs and weaker industrial competitiveness.
The Saints stay top of the Prem with a 29-43 win at Sale. The Sharks were ahead in the 63rd min but lost their heads with Pollock's arrival, targeting him with high tackles. HP delivered 3 turnovers, 6 carries, a 40-meter try and plenty energy as Northampton scored 3 tries in the last 16 minutes.
January 26, 2026 at 12:53 PM
The Saints stay top of the Prem with a 29-43 win at Sale. The Sharks were ahead in the 63rd min but lost their heads with Pollock's arrival, targeting him with high tackles. HP delivered 3 turnovers, 6 carries, a 40-meter try and plenty energy as Northampton scored 3 tries in the last 16 minutes.
By 2026, CSRD, ISO 14064-3 & NIS2 mandate a shift from estimates to continuous, secured data. Altior provides a non-invasive layer to capture high-resolution, crypto-secured evidence from submeters / sensors. This rationalises reporting by reducing manual effort & enhancing maintenance / security.
January 26, 2026 at 7:48 AM
By 2026, CSRD, ISO 14064-3 & NIS2 mandate a shift from estimates to continuous, secured data. Altior provides a non-invasive layer to capture high-resolution, crypto-secured evidence from submeters / sensors. This rationalises reporting by reducing manual effort & enhancing maintenance / security.
Xi Jinping ordered the arrest of General Zhang Youxia following an alleged thwarted coup on Jan 18th. The ousting of the PLA’s last veteran leader is likely to stall modernisation and delay ambitions regarding Taiwan. Extreme internal paranoia will drive further purges across the Chinese regime.
January 26, 2026 at 7:11 AM
Xi Jinping ordered the arrest of General Zhang Youxia following an alleged thwarted coup on Jan 18th. The ousting of the PLA’s last veteran leader is likely to stall modernisation and delay ambitions regarding Taiwan. Extreme internal paranoia will drive further purges across the Chinese regime.
Montefico, the Barbaresco MGA, grown on steep, south-facing slopes above the village. Its terroir—lime-rich marl, well-drained hillside soils—gives Nebbiolo lifted perfume, a mineral, salty edge, bright acidity, and fine, firm tannins for ageing. 15 producers led by Gaja, Bruno Giacosa, and Roagna.
January 22, 2026 at 6:49 PM
Montefico, the Barbaresco MGA, grown on steep, south-facing slopes above the village. Its terroir—lime-rich marl, well-drained hillside soils—gives Nebbiolo lifted perfume, a mineral, salty edge, bright acidity, and fine, firm tannins for ageing. 15 producers led by Gaja, Bruno Giacosa, and Roagna.
In Davos' most memorable speech, Canada's PM warns of a global rupture where great powers weaponise integration. Middle powers must reject the fiction of the old rules-based order. And instead, shift from 'relying on the strength of their values to valuing their strength'. Principled and pragmatic.
January 22, 2026 at 1:00 PM
In Davos' most memorable speech, Canada's PM warns of a global rupture where great powers weaponise integration. Middle powers must reject the fiction of the old rules-based order. And instead, shift from 'relying on the strength of their values to valuing their strength'. Principled and pragmatic.
Trump’s Greenland gambit collapsed under fierce European pushback and growing domestic pressure. Military threats and punitive tariffs were dropped, but the damage to the Western alliance is done. Europe now has its clearest incentive to pursue strategic autonomy, even as US support for Trump erodes
January 22, 2026 at 5:52 AM
Trump’s Greenland gambit collapsed under fierce European pushback and growing domestic pressure. Military threats and punitive tariffs were dropped, but the damage to the Western alliance is done. Europe now has its clearest incentive to pursue strategic autonomy, even as US support for Trump erodes
Europe is racing to build a “DeepSeek of Europe” as reliance on US AI is increasingly becoming a strategic risk. Frontrunners include Mistral and open consortia like SOOFI. The UK/EU are investing hundreds of millions in compute, R&D and AI growth zones, betting open models can close the gap fast.
January 19, 2026 at 7:44 PM
Europe is racing to build a “DeepSeek of Europe” as reliance on US AI is increasingly becoming a strategic risk. Frontrunners include Mistral and open consortia like SOOFI. The UK/EU are investing hundreds of millions in compute, R&D and AI growth zones, betting open models can close the gap fast.