Memos
Full posts live on Substack. This is the canonical library: theses, field notes, and frameworks—linked to reading and discussion.
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Why long-horizon compounding matters
A working definition of long-horizon thinking: durable systems, incentives, distribution, and the compounding of learning.
GeneralThesis
2026-01-25
Finance x AI x Infrastructure: the operating stack
How the three pillars reinforce each other in real markets: rails, institutions, and applied workflows.
FinanceMemo
2026-01-20