Interests

Books I keep returning to

• The Most Important Thing — Howard Marks
• Poor Charlie's Almanack — Charlie Munger
• Thinking in Systems — Donella Meadows
• The Structure of Scientific Revolutions — Thomas Kuhn
• Scale — Geoffrey West

Questions I sit with

• What determines the rate at which an organization can absorb new information?
• Why do some compounding systems break and others don't?
• How do you distinguish structural change from cyclical change in real time?
• What makes a business genuinely antifragile, not just resilient?

Topics I keep returning to

• Complexity science and emergent behavior in markets
• Institutional design and incentive alignment
• The history of capital allocation
• How software reshapes coordination costs
• Intelligence — artificial and otherwise