Monthly Series of public essays and videos exploring the intellectual and emotional framework of AI-decade investing.
Series
Sep 14, 2026
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1 min read
Series 10, Part 1 — the difference between a machine and a bet is what happens to yesterday's output.
Sep 9, 2026
3 min read
It does work — if you wait a really long time. It took me twenty years to hear what I'd admitted.
Aug 26, 2026
I have begun investing more times than anyone I know. This is about why none of it lasted — and what finally holds.
Aug 5, 2026
4 min read
The physics of beginning: why the first meter is the hardest one on the entire journey.
