Essays

Ten major analyses say the same thing: the technology is no longer the bottleneck. The constraint is everything around it — organizations, grids, labor markets, raw materials.

I exited my agency. Then I removed the option to go back. This is what conviction actually looks like — and why you can't arrive there slowly.

Teachers called me slow. Twenty years later I found out my brain just needed a different interface. That interface is now AI. And the gap it's closing is not small.

I bought in 2017. Sold at the high. Bought again. Still holding. I can't give you a clean argument for why. That's the whole essay.

My great-grandfather survived WWII with no country to lose. I have his beard. I finally understand what he passed down — and why it matters now more than ever.

Everyone invests in the wave. I invest in the bottleneck. The scarcest thing in the AI stack is not compute. It's something harder to replicate.

Everyone compares AI to the dot-com bubble. Nobody compares AI infrastructure stocks to semiconductor stocks in 1996. The data is hiding in plain sight.

Real estate is ballast. Sometimes ballast is what you need. I need sails. Here's the math and what I do instead.