AI Agents Are Playing With Fire
AI agents are powerful, but production failures and guardrail breaches show why human oversight and strong backups still matter.
Writing
Essays on AI, building, and how companies actually work.
The Rise of Outcome-Based Marketplaces
Paying X for Y. Why AI agents and verification can shift marketplaces from matchmaking to measurable outcomes.
Cloning the Danaher Business System
Hyper-Personalized Kaizen. How Danaher-style continuous improvement maps to a personal practice—and how LLMs can make granular self-improvement more efficient.
Tracking Insider Grants
Using Cursor To Create an Options Tracker. How I built a lightweight app to flag potential spring loading and bullet dodging from Form 4 timing patterns.
The Rise of the One-User App?
The Age of Hyper-Personalized Software. How AI tools are enabling non-technical people to build deeply personal apps that solve their own problems.
What Does Agency Look Like Today?
Production Versus Consumption. How high-agency individuals can use AI to create, move quickly, and build small businesses in a turbulent macro environment.
Some Thoughts on Prediction Markets
Where Insiders Rule the Day. How prediction markets have grown, the role of suspected insiders, and why they're worth watching for signal and hedging.
What Happens to Content When We Can All Create It?
Why Less Is More. Why the long-term winners will be original content creators who lean into the human element, and how to use AI as a tool to supplement your real strengths.
The Dangers of Groupthink
Avoiding a Regression to the Mean. Why relying on LLMs for strategic advice raises the risk of groupthink, and how critical thinking and skepticism can help you get above-average results.
Overcoming Our Hidden Biases
How Decisionmaking Can Change in the AI-World. Exploring how to use AI to stress-test your decisions against common cognitive biases and make more objective choices.
Opening the Book
Giving Your Life Details to AI. Exploring the practical ramifications of giving AI tools wide access to your personal and professional life, and the divide between AI-enthusiasts and those who resist.
Let's Get Real
As deepfake technology advances, in-person experiences will become even more valuable. Why authentic human connection matters more than ever in an AI-dominated world.
Back to the Future
Revisiting Phil Fisher and Scuttlebutt Investing. Exploring how AI agents can bring scuttlebutt investing into the modern age and make on-the-ground diligence more accessible.
Will Claude Code Create The First Solo Billionaire Founder?
The hype is only getting louder. Exploring how Claude Code and AI agents are enabling solo founders to build billion-dollar companies.
Three Predictions For 2026
Happy New Year! Three predictions about the AI space for 2026, covering judgment and taste, agent marketplaces, and political backlash.
Developing Your Own Operating Rules
Porting Cursor rules to your life. Exploring how creating "Always" files for AI coding can inspire personal operating principles for daily life.
An Organization Powered By Speed
A fascinating profile of Cursor. Exploring how Cursor's emphasis on speed and execution creates a competitive advantage in the AI coding space.
Making the Non-Actionable Actionable
Some thoughts on learning with AI. Exploring how LLMs can transform passive learning into actionable, hyper-focused education plans.
Tracking the "Stop the Slop" Movement
The slow revolt against data centers. Exploring how opposition to data center construction is growing as communities push back against AI infrastructure.
A Free Startup Idea For You
Using AI to avoid bankruptcy from medical debt. A startup idea leveraging LLMs to help consumers navigate the complex healthcare appeals process.
The Innovator's Dilemma Strikes Back
How AI is opening markets in law and medicine. Exploring how LLMs are disrupting traditional industries by making legal and medical information more accessible.
Old School Versus New School
Using AI to parse through tons of data. How LLMs can help analyze vast amounts of information and find patterns that humans might miss.
Bursting the AI Bubble?
A telling interview goes viral. Andrej Karpathy's insights on AGI timelines, agent limitations, and the reality behind AI hype.
Vibe Coding and Getting Rich Quick
Is everyone building the same thing? Exploring the reality behind vibe coding apps and why intelligent development beats flashy object syndrome.
Does AI Need a Rebrand?
Zigging while everyone zags. Why AI companies should focus on outcomes rather than technology, and how to navigate growing AI skepticism.
Has AI Destroyed Value Investing?
Maybe. Maybe not. Exploring how AI-powered investment research is changing the landscape of value investing and what edges remain.
A New Era of Personal Boards
One way to fight confirmation bias. Learn how to use LLMs to create a hyper-customized personal board of advisors to stress test assumptions and get outside perspectives.
Is This Time Different?
Mapping capital returns to artificial intelligence. Exploring whether the AI capital cycle will follow historical patterns or break them.
Are We Getting Dumber?
The perils of outsourced thinking. Exploring how overreliance on LLMs might be corroding our critical thinking skills.
Standing Out Amongst Internet Slop
How to separate yourself from the machines. Why embracing your humanity is more important than ever in an AI-dominated world.
Accessing Knowledge On Demand
Unlocking the hyper-personalized tutor. Learn how to use LLMs as personalized learning assistants to accelerate your knowledge acquisition.
Negative Gross Margins and the Power of Small Builders
Echoes of the 90s and why small builders can win. Exploring the financial challenges facing AI coding assistants and the opportunities for small teams.
You're Absolutely Right!
The three most annoying words in LLM land. Why LLMs saying "You're absolutely right!" can be frustrating and what it reveals about their behavior.
The Paradox of Speed
Why slowing down may be an optimal strategy when coding with LLMs. Speed shouldn't come at the expense of quality.
The Power of 95% Confidence
Keeping you and your LLM accountable. Learn how asking your LLM to confirm 95% confidence can lead to better results and fewer mistakes.
Playing Make Believe With Your LLM
Another way to avoid detours and mistakes when coding with LLMs. Learn how giving your LLM a specific role can lead to better results.
Why Task Managers Have Been a Game Changer in My Cursor Projects
A small but powerful way to stay on track when coding with AI. Learn how task managers help prevent prompt doom loops and keep LLMs accountable in Cursor projects.