WritingNotes from inside.Essays on business, capital, AI, and power. No newsletters, no popups — just the work.AllBusinessCapitalAIPower2026-04-12Why most AI companies are building the wrong thingA venture is not a product. A product is not a feature. And a feature wrapped around a model is almost never a company.8 min2026-04-03The quiet economics of leverageThe four forms of leverage are well-known. The prices they actually charge — time, judgement, reputation, sovereignty — are not.12 min2026-03-20What 150,000 followers taught me about powerA decade of anonymous audiences, three platforms, and the one lesson I have refused to write down until now.10 min2026-03-02On running a portfolio without a teamWhy the first employee you hire is the one you should have spent another six months automating.9 min2026-02-14The cost of being knownA founder-forward brand is a calculated trade. Most do not understand what they are paying.7 min2026-01-28Capital, patience, and the compounding readerThe kind of audience you build depends less on your content and more on how long you are willing to stay interesting.11 min