AI
The March of Nines
Karpathy coined 'vibe coding' and spent a decade on self-driving. He thinks we're confusing demos with products. I think he's right.
Read article
Writing
Posts & Insights
8 posts
investing
Where Do You Hide?
AI is dissolving the edges that made specialized companies valuable. As an investor, I keep arriving at the same answer.
Read article
AI
Elon Wants to Put Data Centers in Space. The Argument Is Better Than You Think.
Elon told Dwarkesh the most compelling place for AI compute will be in orbit. The argument is really about electricity.
Read article
investing
The Speed of Forgetting
The biggest companies will capture AI's value. But what happens to the people inside them? History suggests they get displaced faster than they expect.
Read article
investing
The Biggest Companies Always Win (Until They Don't)
Why AI benefits incumbents with distribution, and what Rockefeller teaches us about capturing value in transformative eras.
Read article
investing
Outlast Everyone
You don't need to be a great investor. You just need to stay in the game longer than everyone else.
Read article
investing
The Nevada Pension Experiment: How Two People Beat 400 Professionals
Nevada's pension fund beats CalPERS by 2-3% annually with just 2 employees vs 400+. Here's what I found when I dug into the numbers.
Read article
investing
Testing Valuation-Based Investing: What the Data Actually Shows
A data-driven deep dive into valuation-based allocation strategies. Inspired by Howard Marks and backed by 40+ years of market data.
Read article
Stay Updated
Get new posts delivered to your inbox. No spam, unsubscribe anytime. Insights on building, investing, and family-first entrepreneurship.
Newsletter functionality coming soon. For now, get in touch directly.