Writing about its impact from 20 feet to 20,000 feet. Essays that build what they argue.
Three altitudes, organized by how close to the work you want to be.
Each piece of writing lives at one of three altitudes, from specific builds at ground level to structural shifts overhead. Most of the useful work is in the lines between them.
What changes economically and structurally when the cost of producing intelligence collapses, from Brooklyn to Bangalore to Lagos.
How the systems actually work underneath. How cognition maps onto architecture. The structural rhymes between brains, models, and the work people do.
Specific experiments. Real data. Working code. What happens when one person points AI agents at concrete problems and lets them run.
One principal directs the work. Stable associates handle writing, analysis, engineering, and audit. A wider specialist bench comes in when needed. What matters most is judgment, agency, and the ability to drive execution.
The firm's infrastructure is OpenClaw and Hermes, open-source orchestration layers. The principal runs the project workspace and switches the harness when the work needs a different lane: Claude Code for terminal-native execution, OpenAI Codex for IDE-native work. Associates handle the standing disciplines; models in the pool are swappable underneath. What remains expensive is judgment, agency, and the ability to drive execution.
10+ experiments built from scratch with AI agents across investing, trading, and research infrastructure. Four of them, in brief.
Structured adversarial simulation. 100 agents with competing incentives. Five rounds of debate. Convergence reveals fragility.
Peloton converged to a strong bearish consensus by round five. The Lululemon control did not converge, which suggests swarms can separate fragile theses from genuinely contested ones.
Gemini ran the agent swarm. Opus synthesized the output. Total cost: a few dollars.
Permit timing isn't one Chicago market. This tracks where approvals move fastest, where they stall, and which neighborhoods are improving.
Fastest → slowest
Permit timing is not one citywide market. It is a collection of neighborhood markets with materially different operating conditions. That makes permit velocity useful for underwriting, expansion planning, and local business timing.
Codex wrote the pipeline. Opus audited the methodology. Total software cost: zero.
A recurring research engine for PortCo, AI, and Bitcoin intelligence briefs — source collectors, agent synthesis, signal scoring, and executive-style memo generation.
A brief is not just content. It is persistent attention wrapped in a repeatable loop: collect the world, compress the noise, and route what deserves judgment.
The same engine can be pointed at an operating company, the AI ecosystem, or a market thesis.
A competitive intelligence system for fragmented service markets — pricing, review signals, and geographic tradeoffs synthesized into operator-grade local positioning.
Pricing, reviews, and geo stickiness synthesized into one operator-grade local read.
Once public pricing is normalized, the market stops looking like isolated websites and starts looking like structure: a floor, a midpoint, a premium tier, and a real spatial competitive set.
Public rates, review context, and basic geo logic become a useful benchmark surprisingly fast.
Every word is a compressed handle on reality. AI learned to read the handles, not the reality, and that is both why it works and where the next edge lives.
Attention is finite at every scale. AI moves the bottleneck at all of them at once, reaching branches of the possibility tree nobody could climb alone.
How 100 AI agents debated Peloton in 2021 and converged on what later happened. The same setup re-run on Lululemon stayed split, which is the part that matters.
How breadth of mind decides which work survives the AI era, from the dormant reserve of your mind to the top rung of every ladder.
How AI agents turned one investor into a research firm. Eight AI-native intelligence experiments built from scratch in days.
How AI is rewriting which businesses can exist, and quietly opening the door to millions of new ones.
Attention is finite at every scale. AI moves the bottleneck at all of them at once, reaching branches of the possibility tree nobody could climb alone.
How AI is rewriting which businesses can exist, and quietly opening the door to millions of new ones.
Every word is a compressed handle on reality. AI learned to read the handles, not the reality, and that is both why it works and where the next edge lives.
How breadth of mind decides which work survives the AI era, from the dormant reserve of your mind to the top rung of every ladder.
How 100 AI agents debated Peloton in 2021 and converged on what later happened. The same setup re-run on Lululemon stayed split, which is the part that matters.
How AI agents turned one investor into a research firm. Eight AI-native intelligence experiments built from scratch in days.