Blog
Essays on markets, technology, and what comes next.
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2024
Cybersecurity has spent thirty years layering tools and chasing alerts. As AI takes control of the systems underpinning society, that strategy becomes catastrophic. A case for defense-in-breadth: using AI to correlate siloed data and empirically understand risk, so we prevent intrusions before they materialize.
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Written December 2023 · published June 2026, unrevised
A market thesis written in one sitting: talent, money, and time are no longer the moat. AI-native startups, the redistribution of enterprise value, the third wave coffee effect, and why the IMF's 40% is really a 140%.