The Advantage #11: Basis Points Beat Breakthroughs, Pixar's 21-Year Bet, and the Optimist's Edge

The Advantage #10: The $1.5B startup I would build cheaper today, the 1994 window, and the AI team trick

The Advantage #09: Cutting Horse Opens for Business, New Jobs Get Invented, and the Right Partner Changes the Outcome

The Advantage #08: The Machine Learns Your Voice, the iPhone Moment Repeats, and the Newsletter Writes Itself

The Advantage #07: The Aisle Stops Selling, Environments Start Winning, and Friction Becomes Freedom

You Won't Lose Your Job to AI. You'll Lose It to an AI Power User.

Why AI fluency, not AI usage, will separate the winners from the displaced

The Advantage #06: When Thinking Gets Cheaper, Luck Gets Designed, and Focus Gets Sharper

The Grocery Shelf Is No Longer Where Velocity Is Won

A Cutting Horse Thesis on the Digitization of Discovery

The Advantage #05: The Best Time Ever to Start, The Hardest Time to Last

The Advantage #04: The belief advantage, impossible limits, and making the future familiar

The Advantage #03: Playing the Long Game, What Rome Can Teach Struggling Founders, and How to Learn Twice as Fast

The Best Career Advice I Ever Got at 25 (And Ignored for Years)

Why short-term wins feel good and quietly destroy long-term outcomes.

The Advantage #02: Discipline without direction, choosing sides in the Cold War, and how to actually use AI

Discipline is useless without Direction

Most people do goals backward, here is the order that actually works

The Advantage #01: Living an asymmetric life, the Rothschild information edge, and why sleep still wins.