I grow people and businesses.
I led M&A for a billion-dollar company, helped scale a bootstrapped business to the top of the Inc. 5000, and now run Outperform Ventures. This is where I write down what I've learned about business, investing and leadership.
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Latest writing
All writingOct 19, 2026
Why Elon Musk and Anthropic Are Giving Away Shares
AI is making the people who own it richer, fast, while people with only a paycheck fall behind. A SpaceX share for every child and Anthropic's fund are a step in the right direction, not a fix. I think these companies see something coming that the rest of us don't yet.
Oct 19, 2026
What Berkshire's Bending Spoons Bet Says About Software
Bending Spoons buys software brands cheaply and runs them for profit, and the market values it at about four times what typical SaaS gets. Next to services companies selling for 20 times EBITDA, it shows where software value is moving: to brands and to businesses that are hard to copy.
Oct 19, 2026
We Need a New Model for Employment
The 40-hour week was built for factories. With AI working around the clock, I think companies will keep a small full-time core and pay a wider circle of people for the results, IP and value they create.
Oct 18, 2026
Andrew Ross Sorkin's 1929 Feels Too Familiar
Good leaders in 1929 propped up a market they had doubts about, and they weren't villains. They were human. Reading the book again during an AI selloff, I see the same behavior, and studying it is one of the best things an investor can do.
Oct 17, 2026
What Elon Musk’s Net Worth Teaches About Ownership
You can start owning businesses without founding one or buying a whole share. The useful question is how much of your income becomes something you keep, and how long you can leave it invested.
Oct 17, 2026
Is AI Propping Up the US Economy?
Business owners using AI well are running with far fewer people. Owners who aren't are struggling. Both groups matter, and the companies that use AI to make their people better have the best shot at coming out ahead.