Writing

Notes on operating, investing, and what actually compounds.

Essays and working notes. Most recently:

Where the atoms still matter

Angel investing is a lens into the future. After two years of checks, a pattern has shown up in my own book. My investments keep clustering in a few places: AI infra and compute, physical AI and robotics, aerospace and dual-use hardware, …

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Talent vs Direction

“The output of any company is the vector sum of the people within it.” - Elon Musk In physics and mathematics, a vector is a quantity that has both magnitude (how much) and direction (where it’s going). When applied to a …

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Building Portco

Vibe coding portco.dev with Lovable, Grok and Gemini. Portco is a startup portfolio tracking app.

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