March 13, 2026
March 03, 2026
March 02, 2026
February 26, 2026
February 25, 2026
On the Garden (against Citrini)
February 24, 2026
February 19, 2026
February 18, 2026
February 17, 2026
February 11, 2026
February 10, 2026
February 08, 2026
Patient Capital Will Eat the World
February 02, 2026
Grok, show me the first man without sin.
January 15, 2026
the decline and fall of the american technology industry
January 06, 2026
December 22, 2025
December 08, 2025
You Can Instrument Capabilities, Not Competence
December 04, 2025
mistakes of measurement in new media and investing
December 03, 2025
Investing and the Media Business
December 02, 2025
7 Summers in the First Scaling Age
December 01, 2025
November 26, 2025
“we all know the end is coming, we just can’t be sure what it is”
November 25, 2025
November 24, 2025
November 23, 2025
On Becoming “Legible to Capital”
November 21, 2025
November 13, 2025
Craft Is the Antidote to Slop.
April 28, 2025
October 03, 2022
508 Miles: introduction (9.18-9.25)
September 26, 2022
December 07, 2021
making progress on progress studies
October 06, 2021
April 21, 2021
March 15, 2021
September 24, 2020
July 22, 2020
a pandemic of confirmation bias
June 12, 2020
the hard thing about choosing hard things
May 18, 2020
April 12, 2020
April 09, 2020