Notes
Capital, code, and operating — written by someone who does the work.
A research note on treating market narratives as contagions — borrowing the math of epidemics to model how a story forms, accelerates, peaks, and collapses. What the framework computes, what's real, and what's still just a hypothesis.
Read moreMost AI-for-business content describes tools that make humans faster. AI-native is a different structural claim: agents handle the recurring operating layer, humans concentrate on judgment. What this looks like across the businesses I actually run.
Read moreHow Claude Code and Codex pair-programmed a systematic screening pipeline across five public databases — and why the most honest thing about the system is that the AI built the machine, not the thesis.
Read moreAn engineering walk-through of the operational intelligence platform that runs Uplift Capital's multifamily portfolio — ingestion, normalization, enrichment, and the line where institutional analytics meets fund-of-our-size economics.
Read moreReplace error-prone spreadsheet workflows with an engineered cashflow engine — monthly close in 30 minutes, auditable waterfall calculations, and LP-ready reports.
Read moreA Kalman-filter framework that turns 30 years of pipeline and absorption data into a go/no-go signal before the market turns.
Read moreAI-engineered market intelligence that synthesizes 30+ data sources into a compliant, citable market study — without an analyst team.
Read moreBuilding a rotational grazing decision tool that combines weather forecasts, soil moisture modeling, and forage growth patterns to optimize paddock moves.
Read moreBuilding knowledge infrastructure that transforms 490,000 transaction records and scattered tribal knowledge into a searchable, reusable system for growing teams.
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