Writing

Notes on engineering judgment, technical leadership, and building systems that survive reality.

Writing in progress from a career spent at the boundary between elegant ideas and difficult execution.

Essay

The Real Obstacle

Why hard programs often remain stuck even while everyone is working hard—and how to find the constraint that actually matters.

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Next

AI leaves the cloud

An emerging investment thesis on intelligent systems in medical, aerospace, robotics, industrial, and other physical environments.

Forthcoming