Here are things that I have worked on, including personal projects, writing, and public-facing work. If anything interests you, feel free to reach out.
2026
- Alpha Generation P1 (Self-Editing Heartbeats with Seeds): I think there are nontrivial ways to use current generation models to uncover alpha. Here is one method I have been using for the past few months. See the tweet here.
- Thrive Holdings Evals: Long-term holding companies are best positioned to understand the diffusion of AI and get at the question "Where is the ROI?" This set of benchmarks is a constantly changing artifact of our internal experience deploying models to create economic value.
- Mispricings in Young Talent (draft): A draft I'm working on which argues that young tech talent is extremely overlevered in the Valley and the stigma around nontechnical folks needs to go away with the advent of high-capex, heavily operational businesses.
2025
- Japanese Toilets and Care vs Slop: Sanitation has historically been a necessity in America while a luxury good in the rest of the world. What does this tell us about America in the age of AI and care vs slop?
- Simulation Fever & Applied Progress Studies: Simulation as a service can be a powerful mechanism for driving civilizational change, and it is just catching on.