Essays on judgment, stewardship, and long-term decision-making.
These pieces are written to hold up over time. They reflect lessons shaped by building and operating companies, investing alongside founders, and serving in roles where the cost of being wrong is real.
There is no subscription. The work is meant to be discovered, not delivered.
Founder Conviction
Founders are required to believe before there is proof. And that belief is not optional. Without it, nothing new gets built.
On Judgment
Judgment is the practice of making sound decisions when information is incomplete, incentives are misaligned, and the stakes are real.