Essays · notes · live memos
Thinking
Working notes from the frontier. Enterprise GenAI, the investor-operator mindset, and why I think the economics of software are about to compound harder than most allocators have modelled.
18 Mar 2026
The solo billionaire thesis
Why the first one-person billion-dollar company is no longer a fantasy — and what the existence of that category does to every PE operating model built after it.
AIcapital allocationoperating model
2 min
24 Feb 2026
The hybrid CEO
Half executive, half engineer, all accountable. Why the next generation of operating leaders will code every day — and why the resistance to this is entirely generational.
leadershipAIoperating model
2 min
28 Jan 2026
Frontier over open-weight: a capital allocator's read
The open-weight story is seductive and mostly wrong for enterprise. Here is how I think about the trade — expressed in the language allocators actually use.
AIcapital allocationenterprise
2 min