Ideas for progress.
Essays and long-form notes on the things I keep coming back to — quantitative finance, self-improving AI, and how technology lowers the barriers for early-stage builders. I write mostly to think these ideas through, and publish the ones I believe can be broadly useful.
Why the hardest part of building in frontier markets is rarely the product, and almost always getting it in front of the people who need it. Draws on time spent helping founders raise capital and enter new markets.
Notes toward understanding what changes when the systems we build start improving themselves — and which of our institutions are ready for that and which are not.
An argument that sustainable abundance is built, not discovered — and a look at the industrial capacity that has to exist underneath any story about growth.
A running collection of shorter pieces on quantitative finance — models that held up, models that did not, and what the difference tends to be.
Notes, talks, interviews, and podcast appearances. This one is a long conversation about market access and distribution and what a “Clay for market entry” actually looks like.
New pieces land here first. To get an email when I publish something, let me know.