A personal technical newsletter from an engineer working through applied machine learning, covering model interpretability, feature engineering and cost-based decision analysis for manufacturing problems. Issues include study notes with glossaries and a worked technical memo with concrete figures and recommendations.

Peter Nicholson writes practical commentary on AI, ERP and data, drawing on his experience in manufacturing sales and hands-on system migrations. Readers get opinionated analysis of vendor announcements and process design, along with concrete tips for ERP projects and BI governance.

Long-form essays and an ongoing threads archive analyzing China's economy, balance of payments, foreign direct investment, and industrial sectors like EVs, batteries and solar. The author uses accounting mechanics and long-run data to challenge mainstream narratives about China's growth.

Each issue is a case study of how Chinese companies overtook Western or Japanese incumbents in an industrial niche such as bearings, batteries or chip-making equipment. It combines market data, company history and commentary on what the shifts mean, with a focus on India.