Portrait of the author
Markets · Systems · Constraints

Writing

I publish on Substack as On Constraints. I started it because I was tired of market commentary drowning in narrative and ideology. I use AI as a thinking partner to cut through the noise and examine the actual mechanics—assumptions, incentives, and structural constraints that drive behavior. It's about analytical rigor over storytelling, and finding clarity in systems others prefer to mythologize.

Subscribe on Substack

Selected

The Knowledge Nobody Teaches

How AI is breaking incentive structures in education—and why the most valuable knowledge often has nobody incentivized to teach it.

The Awareness Layer

Memory makes Siri persistent. Awareness makes Siri present.

In the Bright Sunlight

How Apple Built a Digital Person Without Anyone Noticing.

Adversarial Model Building

Using AI to systematically challenge assumptions and stress-test mental models before they meet reality.