Interests

Books I keep returning to

The Most Important Thing by Howard Marks

Poor Charlie’s Almanack by Charlie Munger

Thinking in Systems by Donella Meadows

The Structure of Scientific Revolutions by Thomas Kuhn

Scale by 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?On Compounding
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 otherwiseHow Machines Think

Concerts I’ve been to

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