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2026

Find Your GuyOct 11, 2026
Earning Permanence: When to Have a Permanent Capital StructureOct 1, 2026
AI Deployment Surfaces: Why Enterprises FailSep 14, 2026
The Twenty-Eight-Year Short: Right Early Is Indistinguishable from WrongAug 20, 2026
Everything Is a Context ProblemAug 14, 2026
Transformer Engineers: Charlie Munger’s First Deal Almost Broke HimJul 26, 2026
The Mistake Is in the MagnitudeJul 20, 2026
Joel Greenblatt, the ActivistJun 22, 2026
Costly Delusions and Self-Improving EnginesJun 16, 2026
Muscle MemoryMay 26, 2026
What AI Actually Does to Legacy SoftwareMay 22, 2026
The 50th Percentile DeadlineMay 13, 2026
The JustinBot: Devouring Our Support Inbox With AIMay 12, 2026
Be InvolvedMay 4, 2026
Building on PlatformsMar 23, 2026
Speed Traps in the LLM-EraMar 22, 2026
How to See Everyone When You TravelMar 22, 2026
The Language of Shiny ObjectsFeb 22, 2026
The Creation of an AlgorithmFeb 22, 2026
2025 Vendor Audit: Every Tool We’re Keeping, Killing, and Replacing with AIFeb 9, 2026
The Engineering of a Meme: Why the “China is Engineers” Narrative Went ViralFeb 2, 2026
Ignoring the Infinite CanvasJan 13, 2026
Things on my reading listJan 1, 2026

2025

The best ideas were never meant to be publishedDec 6, 2025
How Buffett Would Earn 50%+ ReturnsDec 6, 2025
Why Read Biographies?Dec 1, 2025
The Edge of ReasonNov 23, 2025
The FoundersNov 5, 2025
The Wright Brothers - Creating your own expertiseOct 31, 2025
Good design is apparentOct 29, 2025
The Wright StuffOct 1, 2025
The Only Rule Is It Has to WorkOct 1, 2025
We are not a fraction of the universe, but indeed mirrors of our effortOct 1, 2025
Your emails are being ignored, and here’s how to stop sabotaging yourselfOct 1, 2025
Seven Days in the Art WorldOct 1, 2025
The Constellation Paradox: Building an Empire on Earned ConstraintsSep 15, 2025
Utility vs EntertainmentAug 1, 2025
The Union Tank Car Company: From Secret Weapon to Hostile TakeoverAug 1, 2025
Uncomfortable TruthsAug 1, 2025
An Ode to RichmondAug 1, 2025

2022

Stepping BackJun 23, 2022
The Marshmallow Test RevisitedJun 9, 2022
Split, Cut, SliceMay 26, 2022
Technology’s COVID FalloutMay 12, 2022
Building to SellApr 28, 2022
Why Chess Bores MeApr 14, 2022
Lazy Framing EffectsMar 31, 2022
Killing Hitler, The Bigfoot, and ThenMar 17, 2022
Embecta Investment AnalysisMar 3, 2022
An Audience of 200Feb 17, 2022
Brief TruthsFeb 3, 2022
Why Stop Now?Jan 20, 2022
The Danger of OvercomplicationJan 6, 2022

2021

Orangutan Capital MarketsDec 23, 2021
Improving My LuckDec 9, 2021
MoviePass 2.0 LessonsNov 25, 2021
Kistos: Simple Yet DifferentNov 11, 2021
Understanding Deal FlowOct 28, 2021
Simple vs DifferentOct 14, 2021
Conference Reading ListSep 30, 2021
Elon’s Strategic SilenceSep 16, 2021
Innovation and Its GenesisSep 2, 2021
Why Thiel’s Question Falls ShortAug 19, 2021
Peter Thiel’s PhilosophyAug 5, 2021
The Core of NetworkingJul 22, 2021
China-Africa Relations and ImplicationsJul 8, 2021
Turkish Markets AnalysisJun 24, 2021
Understanding Mimetic TheoryJun 10, 2021
Lessons from Mohnish PabraiMay 27, 2021
Yorkie Bars and a MovieMay 13, 2021
FBI, Urgency, and MetaApr 29, 2021
Kistos: The ESG ParadoxApr 15, 2021
Cambria, Bitcoin, and EnergyApr 1, 2021
Throwback: Glass HousesMar 18, 2021
Collectors Universe and OptimismMar 4, 2021
Crossroads Leadership in SoftwareFeb 18, 2021
Crossroads, Language, and IPOsFeb 4, 2021
Kaspi: The Super App RevolutionJan 14, 2021

Undated