I think about where technology creates value, how capital should follow, and what it takes to actually build.

Path so far: investment banking (excel and powerpoint monkey) at Houlihan Lokey → strategic finance at Plaid (broadening financial access), King Energy & Peak Energy (accelerating the energy transition), and now Meta
(next-gen AI wearables).

This site is where I think in public: investing theses, market analyses, open questions, and the occasional mental model.

now [updated Q2 2026]

working on: building unit economics and go-to-market models for Meta’s next AI wearables. trying to answer: what hardware products will be additive or synergistic with Meta’s core product strategy?

investing: rotating into high-quality growth stocks unfairly beaten down due to narrative thrash. actively looking at energy infrastructure for angel checks. → investing framework

reading: detailed notes on everything I’m reading → book notes

trying to figure out: How do you price optionality in a product category that doesn’t exist yet? What does the AI wearable competitive landscape look like in 3 years? → questions list

what I believe

Long-term prosperity is driven by technology built with human ingenuity. By builders, networks, and institutions playing positive-sum games. My work is dedicated to building businesses that pull that future forward.