All Posts
2026
- The Twenty-Eight-Year Short: Right Early Is Indistinguishable from Wrong
- Everything Is a Context Problem
- Transformer Engineers: Charlie Munger’s First Deal Almost Broke Him
- The Mistake Is in the Magnitude
- Joel Greenblatt, the Activist
- Costly Delusions and Self-Improving Engines
- Muscle Memory
- What AI Actually Does to Legacy Software
- The 50th Percentile Deadline
- The JustinBot: Devouring Our Support Inbox With AI
- Be Involved
- Building on Platforms
- Speed Traps in the LLM-Era
- How to See Everyone When You Travel
- The Language of Shiny Objects
- The Creation of an Algorithm
- 2025 Vendor Audit: Every Tool We’re Keeping, Killing, and Replacing with AI
- The Engineering of a Meme: Why the “China is Engineers” Narrative Went Viral
- Ignoring the Infinite Canvas
- Things on my reading list
2025
- The best ideas were never meant to be published
- How Buffett Would Earn 50%+ Returns
- Why Read Biographies?
- The Edge of Reason
- The Founders
- The Wright Brothers - Creating your own expertise
- Good design is apparent
- The Wright Stuff
- The Only Rule Is It Has to Work
- We are not a fraction of the universe, but indeed mirrors of our effort
- Your emails are being ignored, and here’s how to stop sabotaging yourself
- Seven Days in the Art World
- The Constellation Paradox: Building an Empire on Earned Constraints
- Utility vs Entertainment
- The Union Tank Car Company: From Secret Weapon to Hostile Takeover
- Uncomfortable Truths
- An Ode to Richmond
2022
- Stepping Back
- The Marshmallow Test Revisited
- Split, Cut, Slice
- Technology’s COVID Fallout
- Building to Sell
- Why Chess Bores Me
- Lazy Framing Effects
- Killing Hitler, The Bigfoot, and Then
- Embecta Investment Analysis
- An Audience of 200
- Brief Truths
- Why Stop Now?
- The Danger of Overcomplication
2021
- Orangutan Capital Markets
- Improving My Luck
- MoviePass 2.0 Lessons
- Kistos: Simple Yet Different
- Understanding Deal Flow
- Simple vs Different
- Conference Reading List
- Elon’s Strategic Silence
- Innovation and Its Genesis
- Why Thiel’s Question Falls Short
- Peter Thiel’s Philosophy
- The Core of Networking
- China-Africa Relations and Implications
- Turkish Markets Analysis
- Understanding Mimetic Theory
- Lessons from Mohnish Pabrai
- Yorkie Bars and a Movie
- FBI, Urgency, and Meta
- Kistos: The ESG Paradox
- Cambria, Bitcoin, and Energy
- Throwback: Glass Houses
- Collectors Universe and Optimism
- Crossroads Leadership in Software
- Crossroads, Language, and IPOs
- Kaspi: The Super App Revolution
Undated