On power, play, taste, and the desire to shape what another person might become.
A Bet on Becoming. On character, intensity, and the work of backing exceptional people through conversation, play, and shared work.
On capitalism, Zionism, and the responsibility to leave room for further creation.
A personal story of building Generalized OS: using agents to expand agency, make room for taste and human connection, and carry work through shared records and practices. Includes a Markdown brief for building your own.
How fund size, ownership, and involvement shape portfolio construction—and the alignment between founders, investors, and LPs.
From shared GPU clusters to agent permissions, the boundaries that make AI useful in production create an opportunity for security infrastructure companies.
ARC-AGI-3 raises a useful question for cybersecurity: what infrastructure lets an agent investigate unfamiliar environments and turn its findings into authorized, verifiable action?
A first-principles essay on Loops as a personal operating system for judgment-heavy work, and why productivity systems should be redesigned when the constraint of carrying context changes.
A Goldratt-inspired analysis of how AI is removing coordination cost as the load-bearing constraint of the Cloud era — and why that reorganizes companies rather than just accelerating them.
NVIDIA's OpenShell confirms the session as the new security perimeter — but reveals two gaps that still need solving: shadow agents and chain visibility.
The next security perimeter isn't the package or the process — it's the runtime chain. Why session-level visibility for agent runtimes is the missing layer.
A standalone essay, shaped by the conversations after Agentic X, on bio tokens, loop closure, and the deeper philosophy of agentic thinking.
Agentic principles aren't just for engineers. They're a meta-skill for anyone whose product is thinking.
