Collected essays & field notes
Each piece opens on its own page for an easier, book-like reading flow.
Nuclear supply chain constraints
The hyperscalers need nuclear power. 10 GW of deals in 18 months. More capacity than the US has built in 30 years. But nuclear has a supply chain. Uranium gets mined, converted to gas, enriched, fabricated into fuel. Eac…...
Read the essay →Costs of Goods Sold
AI is collapsing the cost of cognitive labor. The innovations and macroeconomic phenomena that are causing these changes are noisy and obscured in the information silos of the modern world. This is the most significant m…...
Read the essay →A conduct of inquiry. If you are anyone claiming to have genuine curiosity about the world you are naive to reason about things without wondering what it means to reason. What reasoning tools exist, are they good? What a…...
Read the essay →The Opportunity Creating things is at the heart of the human experience. It's never been a better time to create things. Artificial intelligence is noisy and polarizing, but it has drastically reduced the cost of creati…...
Read the essay →It's 2026. The cost of producing software is less than minimum wage. The US Petro Dollar is weakening. Last year the global BRICS alliance produced more GDP than the G7 for the first time in the world. We sanctioned Russ…...
Read the essay →The most ephemeral but powerful forces in the world are our thoughts. These shape our perception of the world, ourselves, and eventually drive us to make the decisions that we do. I find it difficult to imagine an experi…...
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