Writing

Notes on investing, building, and the overlap.

Essays and field notes on private equity, autonomous systems, and what it takes to make things work in production.

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ai private equity experiments

The Principal and the Swarm

How AI agents turned one investor into a research firm, and what the experiments found. An overview of eight AI native intelligence experiments built from scratch in days.

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AI Economics Writing

The New Stable Orbits

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