Writing

Perspective

This is 1998

Why I left growth equity to buy and operate consumer brands and build the AI platform to run them. On commoditizing skills, differentiation as the last moat, and recognizing the moment while it is still open.

Read

Perspective

The End of the CAC Arbitrage (?)

The CAC arbitrage that built the last generation of consumer brands is ending. This piece explores what comes next: manufacturing control, niche communities, AI-mediated discovery, and where value accrues when marketing becomes a commodity.

Read

Perspective

AI with a Side of Fries

AI has become the dominant investment narrative, but food retail continues to offer stable, resilient returns supported by real economics rather than narrative momentum.

Read