WRITING · ONE OPERATOR · FOUR PILLARS
Dispatches from the spreadsheet of a solo operator running a portfolio of software products, single-family rentals, and macro/market signal. The actual numbers, not the highlight reel.
The record labels survived the Compact Disc and almost survived Napster; what they did not survive was Apple's list of buyers. The AI era is running the same move, faster and larger, and the producers most exposed to the loss do not yet understand they are the producers. I call the position that outlasts them Filter Equity, and it is the only asset class I would underwrite for the rest of this decade.
Nine commits across three repos, a 1,688-line operating doc, zero new revenue. The week I built the dashboard before wiring the data.
THE DISPATCH
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Rankings and seven years of trend data for 50,000+ US high schools — the only source that shows how a school is changing, not just where it ranks today.
Crowdsourced data-collection API. Verified humans capture photos, audio, and video for AI teams. MCP + Claude Code native.
iOS health tracker built around weeks rather than minutes. No social, no streaks, no notifications. Just your data.
Long-term residential rental portfolio acquired and managed independently. Conservative leverage, value-add focus, no outside capital.
Curation and original analysis on rates, real assets, dollar liquidity, and AI capex. Published as carousels and the monthly dispatch — commentary, not investment advice.
01
Build the audience first, then the product. The hardest part of shipping is finding the people who care, not writing the code.
02
One operator across the whole portfolio. No team to manage means decisions stay close to the work and there's no payroll to feed.
03
Each product is small. The portfolio compounds. Cash flow from one funds the next. No fundraising required.