A living trail of notes on capital, culture, and entrepreneurship.
May 31, 2026
For decades, a category of excellent business has had no good financing option. That's starting to change.
May 24, 2026
We spend so much time trying to remove friction from life. What if some of it is the point?
May 8, 2026
Managers are about to have their moment
Apr 28, 2026
Execution is getting cheaper and judgment is becoming the bottleneck
