The Writing
Essays & field notes
Thinking out loud about marketplaces, financial advice, incentives, and the slow craft of building a company. Roughly one a month, no schedule.
- Feb 2026·6 minThe $3 Trillion Mismatch in AIEveryone's racing to build AI infrastructure. But the slowest part of the chain isn't chips or buildings — it's the wire between the building and the grid. That mismatch is creating a crisis most people don't know about yet, but they're already paying for it.
- Jan 2026·8 minAmerica's Real Energy Future: What Gets Built vs. What Gets PromisedTwenty days. That's all the oil we have if the supply chain broke. What is our energy mix actually going to look like in 15 years?
- Jan 2026·6 minHow States Actually Make Money from GamblingPennsylvania taxes gambling at 54%. Nevada at 6.75%. Both make billions. A clear breakdown of how state gambling tax revenue actually works.
- Dec 2025·9 minI Got Curious About Sports Betting Ads and Found Pennsylvania's $2.8 Billion SecretI've been seeing DraftKings and FanDuel ads everywhere lately. It got me wondering: how dependent are states actually getting on gambling revenue? When I started digging through state budget data, I found something way more interesting than I expected.
- Dec 2025·8 minRobinhood Had One JobThey started by democratizing investing. They ended by building a sportsbook. The story of how Robinhood went from commission-free trading to sports betting in 10 years.
- Dec 2025·12 minBetting on DecaySomething strange happened in 2024. You could suddenly bet on whether TikTok would be banned. You could bet on whether a specific word would be mentioned in a corporate earnings call. You could bet on the weather. These are prediction markets, and they're marketed as something closer to the stock market than to a casino.
