All Posts

• 02 · 2026Put away the ruler
• 01 · 2026My favorite quotes from When Breath Becomes Air
• 01 · 2026Thinking about greed differently
• 12 · 2025Why I am behavior obsessed
• 11 · 2025The price we pay for intelligence
• 11 · 2025Generative AI's applications
• 10 · 2025Leverage matters just as much as value creation
• 10 · 2025EA's $55bn. acquisition
• 09 · 2025Drugs, deals & DTC
• 09 · 2025Bending spoons just took Vimeo private
• 09 · 2025Apple Card and a potential JPMorgan takeover
• 08 · 2025A change in consumer fintech