Essays

Essays on markets, technology, and what comes next.

Identity, Laws, and Values

July 4, 2026

A 250th-birthday essay: the identity, laws, and values that bind the nation — and the civic duty of upholding them as we enter the age of superintelligence.
The Great Distribution

Originally written late 2023

AI is collapsing the talent, capital, and time required to build companies — producing a bifurcated market: concentrated platforms at the top, and an explosion of AI-native companies serving increasingly specific workflows.