Gerald Neves

I build companies, allocate capital, write software and collect books. I spend most of my time thinking about technology, AI, old businesses and what survives.

My principal work is Scrums.com, an enterprise AI platform for software engineering orchestration. It combines engineering talent, AI agents and infrastructure for companies in the United States, the United Kingdom, Europe and South Africa. I also own OfficeBox and MACS Software, serve on the board of Finch Technologies and am an investor in Blaze.AI. I am British, grew up in South Africa and hold an MBA from Edinburgh Business School.

Gerald Neves
Scrums.com · South Africa / United Kingdom

Things I am interested in

Old businesses and enduring enterprises. Why some companies remain useful for a century while apparently better ones disappear. This is also the research behind Old Businesses.

Machines, intelligence and software. AI, software engineering, tools for thought, and what happens when useful intelligence becomes cheap.

Capital allocation. Ownership, concentration, permanent capital, public markets, private companies and the difficult question of what is enough.

Books and the preservation of ideas. Particularly business, economic and institutional history, early editions, and books that remain useful after their moment has passed.

Time and long games. Compounding, finite lives, institutions, mastery, and deciding what deserves years rather than hours.

Recent

Machines as Wisdom Replicators

Machines do not only replicate intelligence. Increasingly they replicate access to accumulated human judgment: the strange possibility that wisdom, historically scarce and difficult to transmit, becomes cheap to query.

Essay · September 2026 · Technology, AI

Long Games

Capital can compound for longer than a person can. The interesting problem is therefore not how to maximize compounding, but which few things are worth giving enough time to compound at all.

Note · September 2026 · Time, capital

Enough

At some point financial security becomes a solved problem and additional wealth changes jobs. The number matters less than refusing to move it every time the reference group changes.

Note · September 2026 · Capital

Recent posts

All posts »

Books

Old Businesses. Research and book project on companies that endured, what kept them alive, and what changed around them.

Allocation Ledger

Twice a year I record how I am allocating capital, what changed, and where I think I was wrong. Primarily video, with notes and source material.

  • H2 2026 · video and notes
  • H1 2026 · video and notes

Personal shelf

Books I return to, collect, or think are worth keeping. Not a reading challenge and not necessarily recommendations.

The Wealth of Nations
Adam Smith · 1776
The Theory of Moral Sentiments
Adam Smith · 1759
Poor Charlie's Almanack
Charles T. Munger
The Lessons of History
Will & Ariel Durant
The Story of Civilization
Will & Ariel Durant · eleven volumes
The Fountainhead
Ayn Rand · 1943
The Count of Monte Cristo
Alexandre Dumas · 1844
Business histories
Companies, founders and institutions
Recent acquisitions
Notes from the private library

Favourite quotes

“Ars longa, vita brevis.”
Hippocrates, in its familiar Latin form
“The great thing about getting older is that you don't lose all the other ages you've been.”
Madeleine L'Engle
“The first principle is that you must not fool yourself — and you are the easiest person to fool.”
Richard Feynman

Talks, podcasts & video

AI and jobs when intelligence is abundant · CEO Roundtable, 2026

Machines as Wisdom Replicators · podcast conversation

Allocation Ledger H2 2026 · video

The Power Table: ChatGPT and the new era of AI · CNBC Africa, 2023

On The Verge: IoT, data and AI · RMB podcast, 2019