Insights
I write about structure: in capital, in technology, in the built world, and over the long horizon. These are the frameworks I use to make sense of what is changing.
The Constraint Is the Design
The AI energy boom is treated as a capacity problem. It is a design problem, and efficiency per watt is the measure the industry keeps refusing to use.
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The Handoff Is the System: Operational Software for a Workforce of Agents, Robots, and Humans
Field operations software assumes a human does the work. A workforce of AI agents, robots, and humans needs an operating system built on the task, not the worker.
The Exception Is the Job: What the Next Org Chart Actually Looks Like
The organizations being built right now produce serious output with almost no human structure inside them. Agents run the standard path, and the humans handle what breaks.
The 150-Year Life: Why the Hard Part of Living Longer Isn't the Biology
I believe we have a real chance to live past 150. The science is moving faster than most people outside the field realize, but almost nothing about how we have structured human life is built for it.
The Outcome Is the Architecture: Why Great Technical Talent Still Builds the Wrong System
The most valuable thing a systems engineer brings to a business problem is not knowledge of technology. It is the ability to reduce a tangled process to its core and design backward from the outcome the business actually needs.
The Vehicle Is the Strategy: Argentina, Thiel, and the First Non-Human Economy
Argentina is trying to become the first country where an AI can legally own and run a company. The people who read the legal vehicle, not the headline, are the ones who will understand what is actually being built.
The Engineer's Eye: Why Real Estate Value Lives in the Structure, Not the Surface
Most buyers price a property by its finishes. An engineer prices it by its structure, and the gap between those two numbers is where value is created.