The Widow Maker Trade Nobody Wins
Devil is in the details
Monetary Musings
Thoughts on fintech and product management
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The Screenshot Is the API
Its parsers all the way down
Prick the Leverage, Not the Price
Thoughts on the AI run-up
Software for a Market of One
Some software was never worth building. That list just got a lot shorter.
The Dystopia That Feels Like Winning
What stays scarce after AGI, and why the bad ending won't feel bad to the people living it.
Tails Rule Everything Around Me
T.R.E.A.M. left tail, right tail, y’all
The agents are watching the book
Building a closed-loop portfolio risk monitor on Anthropic Managed Agents — what shipped, what broke, and where it goes next.
The Permanent Bid
Why the world keeps buying US stocks even when it doesn't want to
Notes from a Weekend with Anthropic’s Managed Agents
The agent runtime is the best I’ve used. The multi-tenant story isn’t there yet.
The Same Abstraction Every Time
Once you see it, you cant unsee it