2026
3 pieces- Aug 22, 2026essay
Green by Omission
FRAMEWORK: Green by Omission
For three months my API was down and I did not know, because the health check returned 200 without ever asking the database whether it was alive. That probe is the whole story of the product. I built six instruments that reported health by not looking, and the last one told me I had 226 customers when I had none.
1,604 words · 7 min read
- Apr 26, 2026essay
The Distribution Moat in the AI Era
FRAMEWORK: Filter Equity
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.
3,610 words · 16 min read
- Apr 19, 2026dispatch
Week 16 — Shipped the Operating System, Not the Product
FRAMEWORK: The Operating-System Week
Nine commits across three repos, a 1,688-line operating doc, zero new revenue. The week I built the dashboard before wiring the data.
992 words · 5 min read
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