Long-form on capital, operators, and the post-AI path.
Mostly things I first wrote for LinkedIn, expanded and republished here. The recurring obsessions: ETA and search fund investing, AI as the new transistor, the conversation after FIRE, and what it means to be useful in 2026.
The pathless path, the AI shock, and who I am without the craft
On The Pathless Path by Paul Millerd, the 2025 AI shock, and the strange grief of watching the work you spent decades on become trivial.
Transformers are the new transistors
The architecture of superintelligence is millions of GPT calls running in concert. Here's what that means for SMB acquisition operators over the next five years.
How I'd build a $1M portfolio while earning $200K
If I were starting over in San Francisco on a $200K salary, here's how I'd compound into a real portfolio over a decade — using small business acquisitions, not index funds.
A simple calculator for the search fund risk/return profile
I built an open calculator that simulates a multi-decade search fund portfolio based on the Stanford Search Fund Study assumptions. Use it to play with the math.