Essays
Every published essay, newest first.
The Constraint Stack Is the Whole Trade
Placeholder sample essay (replace before launch). The AI buildout is not a sector. It is a capital event that compounds across every layer of the supply chain, one constraint at a time.
AI in MarketsSystems ThinkingWhat Prediction Markets Price That Polls Cannot
Placeholder sample essay (replace before launch). A poll asks what people believe. A market asks what they will bet. The gap between those two questions is the edge.
Prediction MarketsSystems Thinking