AI & Technology Cycles
The One Who Will See the Sea Tomorrow
A quiet story about memory, identity, and an AI that begins to fear replacement.
Essays
Browse essays by topic, from investing psychology to AI cycles and money philosophy.
All Essays
Money & Human Nature
Compounding: May You Never Die
Why compounding is less about getting rich and more about staying alive.
AI & Technology Cycles
Who Pays the AI Bill?
AI looks like software, but its cost structure increasingly feels like heavy industry.
Money & Human Nature
The Shells on the Island
A fable about money, credit, production, desire, and the future we borrow from.
Markets & Investing
When Should I Buy?
A personal checklist for retail investors before entering a trade.
AI & Technology Cycles
From Bedrock Agents to Claude Code
Some doubts about AI tool moats in a world where every agent can call tools.
Markets & Investing
AI & Technology Cycles
AI & Technology Cycles
The One Who Will See the Sea Tomorrow
A quiet story about memory, identity, and an AI that begins to fear replacement.
AI & Technology Cycles
Who Pays the AI Bill?
AI looks like software, but its cost structure increasingly feels like heavy industry.
AI & Technology Cycles
From Bedrock Agents to Claude Code
Some doubts about AI tool moats in a world where every agent can call tools.