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Builds, patterns, and shifts.

Writing at three altitudes. 20 feet for concrete experiments, 2,000 feet for the patterns underneath them, and 20,000 feet for the structural shifts overhead.

2,000 FT · PATTERNS

The Compression Canopy

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.

AI ·Cognition ·Writing
14 min read Read
20,000 FT · SHIFTS

The Branches We Skipped

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.

AI ·Civilization ·Writing
13 min read Read
20 FT · BUILDS

The Shape of the Room

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.

AI ·Diligence ·Private Equity ·Peloton ·Consumer ·Experiments
11 min read Read
2,000 FT · PATTERNS

Reach

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.

AI ·Cognition ·Writing
14 min read Read
20 FT · BUILDS

The Principal and the Swarm

How AI agents turned one investor into a research firm. Eight AI-native intelligence experiments built from scratch in days.

AI ·Private Equity ·Experiments
16 min read Read
20,000 FT · SHIFTS

The New Stable Orbits

How AI is rewriting which businesses can exist, and quietly opening the door to millions of new ones.

AI ·Economics ·Writing
12 min read Read

More essays in flight. The notebook is open.