Macro & Markets
The Adoption–Adaptation Gap: What 12,000 Years of Technological Change Tell Us About AI
ChatGPT reached 100 million users in about two months. Institutions move on a slower clock. What 12,000 years of that gap say about AI.
Connecting the dots across tech, philosophy, and everything between.
AI • Product • Gaming • Crypto • Macro
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AI & Tech
Everything we trade is an argument about electrons
For two hundred years, every abstraction stacked on top of the economy was a wrapper around the same scarcity. The wrapper is cracking.
AI & Tech
I Built Alexandria for My AI Agents
I got tired of re-teaching the same patterns to every AI agent on every project, so I built Alexandria: a shared memory my agents learn from.
Product Management
The Cycle Nexus and Why Most Market Timing Is Noise
A framework for spotting market shifts before they're obvious. Combines cycle theory, systems thinking, and antifragility into a single diagnostic.
Gaming
Arc Raiders and the Prisoner's Dilemma
Embark Studios built the prisoner's dilemma into an extraction shooter. Every squad encounter is a live experiment in trust and betrayal.
AI & Tech
2026 Predictions: AI Goes Local
Desktop agents, prediction markets in your news feed, and the AI stories that won't land. My 2026 calls, split into signal and noise.