1.30.26: The Case for AI in Supply Chain

January 30, 2026

1.23.26: winning local communities as hidden bottleneck to scaling AI

January 23, 2026

1.16.26: Stop being the investor that you think you should be

January 16, 2026

1.9.26: Getting back to first principles

January 09, 2026

12.8.25: consensus investing & vulnerability, king making, processing trade

December 08, 2025

11.21.25: restarting the writing muscle, agentic commerce, data as bottleneck/business for robotics, and peak fundraising & founders who can't not do the thing

November 21, 2025

8.22.25: mentorship, partnerships, and the consensus trap

August 22, 2025

8.4.25: Shmorgasbord of Half Baked Takes

August 04, 2025

7.28.25: Why 3D printing may work and platform teams don't

July 28, 2025

7.18.25: reindustrialization, capital crowning, bougie gyms, and mediated selves

July 18, 2025

7.10.25: ambiguity, attention, and the allure of quiet work

July 12, 2025

6.14.25

June 14, 2025

6.7.25

June 07, 2025

5.30.25

May 30, 2025

5.23.25

May 23, 2025

5.16.25

May 16, 2025

5.9.25

May 09, 2025

5.2.25: long-form

May 02, 2025

4.25.25

April 25, 2025

4.18.25

April 18, 2025

4.11.25

April 11, 2025

4.4.25

April 08, 2025

3.28.25

April 08, 2025

3.21.25

April 08, 2025

3.14.25

April 08, 2025