Thoughts, lessons and stories from the field
Thoughts on startups, finance, and lessons from the field.
GPT-6 Astra ships, and in the demo it builds a PowerPoint. What a letdown.
The most capable model ever released, and the showcase use case is a deck consistent with your corporate template. I spent three years in a corporate watching meetings where the deck existed so nobody had to decide: the problem isn't making better PowerPoints.
AI bubble? Nvidia, Anthropic, Dalio, Saylor: let's connect the dots
Nvidia guarantees 105 billion on OpenAI's campus. But the real risk is the 3 trillion off balance sheet that nobody has measured yet. Let's connect the dots.
A degree in under two years, without attending, at 41. AI is part of it, but not the way you think.
Enrolled at 41, degree in under two years as a non-attending student: how I used AI to study, never to cheat. And why university pays off more after 40.
I have become the bottleneck of my own AI
For 25 years the bottlenecks were other people. With AI I do 90% of it myself, and the brake is me: the productivity paradox I wasn't expecting.
AI won't kill the juniors. It will kill the free ride.
Everyone says AI will erase young people from companies. I think the exact opposite: the ones who should be worried aren't those trying to get in, they're those already inside who have been living off their position for years.
AI was supposed to let us build software in-house. Instead the SaaS count went up again.
What I saw at WMF 2026, why 'AI wrappers' are the symptom and not the cure, and why the CEO of Microsoft thinks so too.
AI agents: how to read the marketing without getting played (the Hermes case)
Self-improving, headline benchmarks and GitHub stars going vertical: how to tell real value from marketing in AI agents, starting with the Hermes case.
Your strengths are your blind spot: what longevity teaches anyone building a company
I ran a marathon and realised my mistake in the gym is the same one many entrepreneurs make: we train our strengths and neglect the fundamentals.
Do bonds really protect you in a crash? What I found stress-testing my portfolio
Holding bonds doesn't mean you're protected in a crisis. The difference between government, credit and emerging-market bonds, explained with the numbers.
Why I decided to write (and why you should read)
After 20+ years of building companies, I decided to share what I learned. Not MBA theory, but lessons from the field, mistakes included.