stuff

the worlds, briefly. none of them know about each other. now you do.

the day job: an agentic data company, where i run everything the org chart doesn't show. the world found out in june.

a sleep brand that's secretly a longevity play, and a company that believes in exactly one molecule.

a public person's deal flow. a market book run with a council of machines whose opinions i keep score on. a second brain that runs the whole show.

sometimes the machines show their work. exhibit one: the cowboy arbitrage - a cattle thesis, four researchers, nine analysts who can't see each other, one paper trade entered at live prices. graded in public, either way.

that's most of it. the rest you'd have to earn.