Writing
Essays on AI investing and building.
Four pillars: AI investing, building with AI, founders and scaling, and determination. New essays as the work surfaces them. No jargon parade, no framework slop, no reheated VC takes.
- Apr 10, 2026·AI Investing·7 min read
Why I'm passing on AI wrappers in 2026
The moat question is louder than it's ever been, and the answer most founders give is the wrong one.
Read essay → - Mar 28, 2026·Building with AI·9 min read
My production AI agent stack, six months in
What I run, where it breaks, and the unglamorous glue-code that determines whether any of this actually ships.
Read essay → - Mar 14, 2026·Founders & Scaling·6 min read
What I tell AI founders about distribution
Model quality is the easy part. Getting it in front of users who will pay for it is not.
Read essay → - Feb 28, 2026·Determination·5 min read
Training plans and investment theses have the same shape
Both are bets on compounding discipline across a twelve-month horizon. Both break in the same ways.
Read essay →