Insights
Ideas, perspectives and notes from the journey.
Investing
Building across industries
Working note
What transfers — and what absolutely does not — when you move between sectors.
Technology
Small teams, bigger leverage
Working note
How AI changes the amount of company a focused team can operate.
People
Taste as an operating advantage
Working note
Why creative judgment matters even in systems-heavy businesses.
Natural Resources
Real assets in a digital world
Working note
Why physical businesses become more interesting as software gets cheaper to create.
A more open, prosperous and human future is a story we can write together.