Sourced to a filing, a statute or a named report.
Every figure in these essays has a date and a source: a filing, a statute, an official statistic or a named report. Where a number comes from coverage or an estimate, the sentence says so. Where two sources disagree, both appear.
The essays, by date.
- The Revocable Frontier
- One Ticker, Two Companies: What SpaceX’s S-1 Is Really Selling
- The Ideology Tax: What the OpenAI Trial Tells Us About Every AI Lab
- Carry, Not Answer: A Sharper Lens for Evaluating Frontier AI
- The Industry Already Pivoted. The Valuations Didn’t.
- The Windsock Problem
- Open-Weight AI as Investable Infrastructure: A Data-Driven Analysis
The essays are my own and none of them is investment advice.
Start with a conversation.
Two or three sentences about the firm and the problem is enough. I read every message and reply myself. If it is a fit, the first step is a two-week diagnostic and a written assessment. If it is not, I will say so and suggest who to ask instead.