Journal
Notes from the next epoch.
Long-form work on the technologies we follow most closely. Slow cadence, principal-written, no syndicated wire copy.
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Why fusion is finally a venture-scale opportunity
The cost curve has crossed, ignition has been demonstrated, and pilot plants are funded. Fusion is no longer thirty years away — it's a supply-chain problem.
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Where AI value actually accrues
The interesting question is no longer whether AI works. It is which layer of the stack the durable economics live in — and the answer is not always the obvious one.
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The investor's quantum reading
An honest reckoning with where quantum computing actually is in 2026, what the next milestones look like, and where the durable value is most likely to sit.
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The supply chain of the next epoch
Synthetic biology, robotics, advanced materials, and a re-opened space economy. None of them are sideshows — they are the supply chain of every other technology that will matter.
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