Now · Archive
Every month, on the record.
A /now page usually erases itself every month. This one keeps the trail. Each entry is what I was actually changing, chasing, and being changed by — frozen in the month I wrote it. You can watch the bets move.
June 2026
Current2026-06-02 · 4 bets · 3 questions
- The operating system is the moat, not the founder
- Run the company on the tools, or do not sell them
- The cost of AI is the people, not the model
- Authentic at scale, or not at scale at all
May 2026
2026-05-23 · 4 bets · 3 questions
- Crowd & Courage as a horizontal belief-staking protocol
- gardenpatch sequencing.. which apps reshape which channels
- The AI-Overviews repositioning of the search economy
- Elysium.. cognition as the bottleneck nobody is naming