Investing
6 min read
What Tech Layoffs Actually Tell You About Timing the Market (Less Than You Think)
The morning Meta closed at $88 in November 2022, a friend I'll call D texted me a screenshot of his brokerage account with three words: "I can time this." He had ridden the same shares down from $340.…
Ai Governance
5 min read
The Sixth Lesson in EU Artificial Intelligence Regulation: The Brussels Effect Was a Story We Told Ourselves
There is a sentence you have heard in every AI governance webinar for the last three years: the EU wrote the world's data protection rulebook with GDPR, and it is about to do the same for artificial…
Ai
5 min read
Generative AI Financial Advice and the Bias Nobody Audited: What I Found When I Ran the Same Prompt Seven Ways
A client sat down across from me last spring with a number printed off her phone. She was fifty-three, a nurse, and a chatbot had told her she needed 1.4 million dollars to retire at sixty-five.
Career
10 min read
The Sixth Lesson of macOS Development: What Your Locked-Down Work Mac Is Actually Telling You
I spent an afternoon getting told no by my own laptop. I wanted a tiny thing: an app to keep my Mac awake during a long build so the screen wouldn't dim mid-demo. Three downloads, three rejections.
Ai
10 min read
AI in Game Development Isn't the Job Killer You Fear — the Résumé Filter Is
Here is the claim, stated plainly so I can spend the rest of this earning the right to have said it: the executives making confident speeches about AI in game development are not the people deciding…
Llm
5 min read
The Open-Source LLM Lesson: Why a Cheaper Model Still Lost Me Money
I built a coding agent in a weekend and spent the next three weeks watching it bankrupt me slowly. The agent worked. It read files, planned changes, ran tests, fixed its own mistakes.
Health Tech
4 min read
Lesson Six: FDA-Cleared AI Is Where the Work Starts, Not Where It Ends
There's a version of this story that ends with the FDA clearance letter, and everyone claps. I want to tell you the part that comes after the clapping.
Ai
5 min read
IPO Investing When You Can't Buy the IPO: The Anthropic Problem, Explained
I kept refreshing the headline like it owed me money. A company most of us had only used through a chatbot had filed confidentially to go public at a valuation with twelve digits in it, and the…
Tech Investing
5 min read
The Sixth Lesson of Tech Investing: Read the Bond Desk Before You Read the Earnings Call
Last spring I rebuilt the model on a megacap tech holding I'd owned for six years. I'd never once opened the company's bond prospectus. I didn't need to.