Thoughts

Org Design in the Age of AI

I've been talking to companies — startups to megacaps — about AI and organizational design.

Apr 12 • FD

Market Participants Breakdown

Who’s Actually Trading? A Breakdown of US Equity Market Structure

Mar 26 • FD

Org Design & Reorgs

I’ve always been fascinated by two things: 1/ how different companies design their org structures, and 2/ what it signals when a company goes through a…

Feb 8 • FD

China Observations

Feb 6 • FD

2026 Predictions

Dec 22, 2025 • FD

Tech vs. Non-Tech Returns

Historically, non-tech tends to outperform tech roughly once every ~4 years.

Dec 22, 2025 • FD

Reading Journal: Inside the Tornado

Came across this chart again from Geoffrey Moore’s Inside the Tornado.

May 20, 2025 • FD

My Top 10 Bold AI Predictions for 2024

From model store battles to AI phones and transformer alternatives, here’s what I expect to reshape the AI landscape this year

Dec 27, 2023 • FD

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