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Last month I gave a talk to a private working group of finance professionals, a couple dozen people on the call from a mix of firms.
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I’ve been using Modal in my consulting work for a while, and it’s become my favorite piece of infrastructure.
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I recently joined Khe and Brett on the Invest with AI podcast to talk about the transition from individual AI experimentation to a shared “multiplayer” institutional brain.
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I recently built WattsOpen, an interactive site about where the US grid has room.
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I saw a post from Virat at findatasets recently about using GPT 5.2 to parse 8-K filings.
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This is my attempt to describe what an agent is and why it’s so incredible, yet simple.
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This post is different than my other posts.
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This post is going to be different than my normal posts in a couple ways.
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I recently wrote about using Claude Code to build a portfolio optimization plan - I fed it our brokerage CSV exports, described our goals, and iterated over several sessions until it produced a phased action plan with tax impact analysis and fund recommen…
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I saw the below tweet recently and I did exactly this.