Blog
Essays on markets, technology, and what comes next.
-
July 4, 2026
A 250th-birthday essay: America began as a controversy — and the next most important company in America must align economic incentives with the values of the nation.
-
Written December 2023 · published June 2026, unrevised
A market thesis written in one sitting: talent, money, and time are no longer the moat. AI-native startups, the redistribution of enterprise value, the third wave coffee effect, and why the IMF's 40% is really a 140%.