Writing
Build notes from running a company on agents.
Featured marks the anchor pieces — start there; the rest argues from them. 12 pieces in all, newest first.
JULY · 2026
Semiconductors capture 79% of every gross-profit dollar in AI. Applications capture 7%.
Essay
6 min
JULY · 2026
At McKinsey I was usually the dumbest person in the room. That turned out to be the transferable skill.
Essay
6 min
JULY · 2026
I open-sourced the point-of-sale that runs Frollie. The real return was the taste.
Field Note
3 min
MAY · 2026
Featured My strategy to be proud of myself in 5 years and the 5 constraints that stopped me
Essay
8 min
MAY · 2026
Still terrified, still moving. The fifth constraint you can't solve your way out of.
Field Note
8 min
MAY · 2026
Featured Cambridge, 2023 — when I decided to ignore AI.
Essay
9 min
MAY · 2026
The operator profile — taste, telemetry, and the strengths underneath.
Essay
10 min
MAY · 2026
192 sessions, 579 hours — the operator profile, re‑grounded.
Essay
10 min
APR · 2026
Featured Mechanic, driver, dad, builder.
Essay
2 min
MAR · 2026
Featured Force × direction — what AI actually amplifies in strategy work.
Essay
3 min
MAR · 2026
AI doesn't disrupt analysis. It disrupts the apprenticeship.
Essay
5 min
FEB · 2026
Domain expertise, taste, AI fluency — the three capabilities, and the three gaps.
Essay
3 min
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