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  1. 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.

  2. How I Use Modal

    I’ve been using Modal in my consulting work for a while, and it’s become my favorite piece of infrastructure.

  3. 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.

  4. I recently built WattsOpen, an interactive site about where the US grid has room.

  5. I saw a post from Virat at findatasets recently about using GPT 5.2 to parse 8-K filings.

  6. What Is An Agent?

    This is my attempt to describe what an agent is and why it’s so incredible, yet simple.

  7. We Are Here

    This post is different than my other posts.

  8. This post is going to be different than my normal posts in a couple ways.

  9. 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…

  10. I saw the below tweet recently and I did exactly this.