Essays & notes
Writing
Occasional long-form pieces on quantitative finance, AI development, spirituality, and what forty years of building has taught me about uncertainty.
The Modern Market Has Changed. Have Your Strategies?
I stopped trying to predict markets and started building systems that respond to them. What five technology cycles taught me about the difference.
The Coming Golden Age of AI
For the first time in history, a single person with a good idea and an AI team can build a real business — starting today, not someday.
How Grid Trading Works — And Why the Mechanism Matters
Most people think about crypto as a directional bet. Grid trading reframes it as a volatility harvesting problem — and that reframe changes everything.
The Bill Gross Email
In 1997 I pioneered paid search results and got buried in hate mail. Then Bill Gross emailed me. I almost didn't know who he was.
Why I Build
Forty years of making tools. A few things I've learned about why I keep doing it — and what "building" actually means when the problems are this complex.