My Work
Investing
I invest my own capital, full time, in the technologies I believe will define the next several decades: artificial intelligence, robotics, energy, and space. The approach is long-duration and conviction-driven, with concentrated positions in the companies building the physical and computational substrate of what's coming, held on a horizon measured in years and decades rather than quarters.
Trading
Markets have been my profession for over a decade. I came up trading crypto and derivatives, through multiple full cycles, and I still trade actively. Trading is where my views get tested against reality in real time. It keeps the long-term thesis honest.
Writing
I write about where markets, technology, and human progress are heading. My central work is The Ascent, a long-form thesis mapping the next two decades of technological and economic transformation: why it's happening, what it touches, and how I'm positioned for it. You can read it in full on this site.