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thinking out loud, markets, agents, building by talking to machines, and the places where the technical and the inner frontier overlap. no listicles, no growth hacks.
- 19 the company is getting smaller i sat in a planning conversation recently where the honest answer to 'how many people does this take' had quietly changed to almost none. on agent leverage, the end of headcount as a proxy for ambition, and why the next great companies will be small on purpose. #agents #company-building #the frontier →
- 18 I wrote the cage in 2023. A man with no phone handed me the key. The biggest change to human life in fifteen years isn't a gadget, it's the collapse of unstructured time, the quiet deletion of boredom, which turns out to have been the engine of the inner life. I described that cage three years before I could see it, and then a man with no phone walked onto a porch and handed me the key. #the inner work #sovereignty #philosophy →
- 17 Follow the data, three years later In 2023 I wrote that prediction was a slower word for control and that we were building Asimov's psychohistory as an ad engine. Then the prediction machines actually shipped. Grading my own homework. #data #agents #power →
- 16 Markets all the way down On prices as compressed belief, coordination as the real game, and why I've come to think most of the world's hard problems are market-design problems wearing a costume. #markets #mechanism design #philosophy →
- 15 Turning the volume back up I quit weed. Not as willpower, not as virtue, because it was turning the volume down on everything, and I wanted to feel my own life at full signal again. A few days in, written while it's still raw. #clarity #the inner work #honesty →
- 14 Tokenization is mostly compliance (and that's why it's hard) Bringing real-world assets onchain isn't a crypto problem. It's a compliance, custody, and trust problem with code bolted on, the exact grunt work that's resisted automation, and the exact reason it's a moat. #RWAs #tokenization #compliance #capital markets →
- 13 The day software learns to do the paperwork Agents quietly crossed a line, they can hold a goal and reach for a tool. Paired with back-office finance, that's the thing that's blocked automation for decades finally getting a participant that doesn't sleep. #agents #LLMs #compliance #capital markets →
- 12 The boring part is the whole business Why the agent opportunity isn't chatbots, it's the compliance-and-paperwork layer that's blocked automation in regulated industries for decades. The unsexy frontier, and why the economics force you toward it. #agents #compliance #enterprise →
- 11 I haven't opened an IDE in five months What it's actually like to build software by talking to a machine instead of typing. The bottleneck moved, and it moved to a stranger, more honest place than I expected. #agents #craft #the future →
- 10 What the mountain taught me about systems I came to Denver to build and got initiated instead. On ceremony, altitude, the inner frontier, and the strange way going far out made me better at the technical work I do back here. #denver #the inner work #philosophy →
- 09 Living in two rivers I move between worlds that aren't supposed to touch, institutional finance and the strange edges of crypto and AI. On keeping both, what each current teaches, and why the seam between them is the most valuable place to stand. #identity #building #philosophy →
- 08 The body keeps the receipts A fractured thumb, sinus surgery, the cycles of getting strong and falling off, a deviated septum I'd been quietly breathing around my whole life. On the year my body refused to stay in the background, and what it was trying to tell me. #the body #honesty #the inner work →
- 07 The year I stopped drifting I incorporated a company in September 2025 and something in me changed shape. On the difference between having a dozen interesting ideas and committing to one, and why 'multiple interests' was a shield I finally had to put down. #building #commitment #founder →
- 06 What the markets took, and what they taught I made a lot of money trading and then gave most of it back. Twice. On the specific seduction of the screen, the quit cycles that didn't take, and what it finally cost me to learn the lesson for real. #markets #honesty #the inner work →
- 05 The conference that became a city I flew to Denver for a four-day event in February 2025 and never really left. On how a work trip turned into the most disorienting, clarifying chapter of my life, and what a place can do to a person who arrives open. #denver #the inner work #becoming →
- 04 The Siren's Simulation A short fiction about the soft apocalypse, the one that arrives as convenience, where the cage is comfortable and you upload yourself willingly. Written in 2024. It has aged in directions I didn't intend. #fiction #AGI #simulation →
- 03 The colosseum is your feed Rome didn't fall to invaders. It rotted from the inside, on spectacle and comfort and the slow surrender of the individual. We built a better colosseum. It fits in your pocket. #attention #individuality #media →
- 02 Follow the data Wealth used to be the things you owned. Now it's the things you can predict. On Uber owning no cars, Asimov's psychohistory, and what happens when control moves from assets to access. #power #data #information →
- 01 Manhattan was bought for a pittance, and other lies about ownership On power, land, and what it actually means to own something, from the Lenape selling an island they didn't think you could sell, to the question of what we own onchain. #power #ownership #decentralization →