The future is always an old story we haven’t finished verifying.

I spend most of my time building companies and thinking about what comes next.

After Pieter Bruegel the Elder, The Tower of Babel, 1563

Essays

  1. 7 min readWe are living in a Moonage DaydreamIn the age of autonomous AI, corporate hierarchies are mathematically unraveling as solo builders outcompete bureaucratic firms.Multiple-exposure film still of David Bowie in profile, head bowed, washed in magenta and violet light with green and orange colour blooms, from Brett Morgen's documentary Moonage Daydream (2022)
  2. 12 min readThe Tyranny of the Averagewhat a 1733 piece of mathematics taught me about building companiesJoseph Wright of Derby's painting An Iron Forge: a smith, his family and an old man gather in a dark, timber-roofed forge around a white-hot bar of iron beneath a water-driven hammer
  3. 30 min readWhat the Renaissance Knew About AI: The Second Theft of FireThe first time humanity stole fire, it took us four centuries to understand what we had. This time the cost of the fire is falling by two orders of magnitude every two years.Peter Paul Rubens and Frans Snyders' painting Prometheus Bound: the chained Titan lies head-down on a rock while a huge eagle tears at his side

Research

  1. Working paperCoasean Disintegration: Cooperative Game Theory of the Firm under Autonomous IntelligenceA working paper that models the firm as a cooperative game with super-linear coordination costs and shows that, once AI leverage crosses a critical threshold, no pay schedule can keep the firm together: its Core becomes empty.Read the research
  2. Open-source engine · Python · research alphaEquilibria: Algorithmic Game Theory for Multi-Class Private EquityAn open-source Python engine that treats a cap table's payout at exit as a game among the preferred positions, certifies the equilibrium it returns, and refuses the calculations it cannot justify.Read the research

About

We were all taught the Tower of Babel as a cautionary tale — humanity overreaching, hubris getting what it had coming. I never read it that way. When I look at Bruegel's tower, I don't see arrogance. I see nerve. Thousands of people, speaking different languages, trying to build one thing together, higher than anyone had ever gone. Humanity's first global project. Pretty much everything I do comes back to a single idea: building that tower again, this time with the right materials.

Enough mythology; I know this is a romantic way to say I like building companies. More literally, I'm interested in venture building, technology, LLMs, statistics, and especially the kind of mathematical modeling that helps companies scale in finance. I've been playing guitar and drums for almost ten years. When I need to express something I can't quite put into words, I paint. I care about art history, I'm professional diver, and I love skiing whenever I get the chance.

More about me