Writing

• AI Infrastructure Is Becoming the New Oil Mar 10 · AI Infrastructure
• Markets Are Pricing the Wrong Risk Feb 24 · Markets
• Semiconductors and the Next Compute Arms Race Jan 18 · Semiconductors

• The Rate Cycle Nobody Prepared For Nov 4 · Macro
• Power Is the New Constraint Aug 22 · Data Centers
• Private Credit’s Quiet Reckoning May 15 · Financial Markets