The CEO Should Have Been First
How AI deployment reveals power structure, not value and what would change if it didn't.
The Strike Price Illusion
The number on your option grant was calculated by an independent appraiser, blessed by the IRS, and may have almost nothing to do with what your equity is actually worth.
The Option Pool Shuffle
Every funding round quietly takes something from you before the money arrives. The people paying for it are never the ones who negotiated the terms.
The Waterfall
How a $30M exit left employees with nothing, and the liquidation preference mechanics that made it possible.
Don't Time the Cycle. Structure Behavior Around It.
Volatility, power demand, and why I built a calendar instead of a prediction
Walking the Line
Every cycle has a moment when discipline turns into something else.
The Art of Communicating
Why some developers love AI and others quietly resent it
The Inevitable Loop
Why AI’s Endgame Leads Straight Back to Crypto
The AI Bubble Isn’t Where Everyone Thinks
and the Break Won’t Come From GPUs