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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Find where AI is paying off and where it is costing you.Get your answer - Exit Math
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Latest writing
All writingOct 21, 2026
Trump's Data Center Dividend Shows AI Has to Give Back
President Trump says data centers should make their own electricity and pay the communities around them a dividend. I think it's the first clear sign of where AI is headed. AI is good for companies and investors, and it has to start paying society back.
Oct 21, 2026
How Lifestyle Inflation Eats Every Raise
Employers and the government call about 3.6% a cost of living raise. Spending grows faster than that. How lifestyle inflation eats every raise, and the habits that put you ahead of it.
Oct 21, 2026
Everyone's Job Is Changing at Once
From the PE firm to the intern to the high school student, every role is changing at the same time. When knowledge becomes a commodity, people become the bottleneck, and we have to measure output instead of hours.
Oct 21, 2026 · Update
Fly or Tesla Passes 4,000 Trips Checked
Fly or Tesla passed 4,000 trips checked less than a month after launch. It now covers nearly 1,000 routes, suggests landmarks along the way, and puts the fly-or-drive toss-up at about 10 hours on the road.
Oct 20, 2026
How to Spot a Bubble, According to Ray Dalio
Bubbles take years to form and years to burst. Ray Dalio's six questions for spotting one, what history teaches, and the three things I think are sustainable today and the three I think aren't.
Oct 20, 2026
Why the Energy Trade Can Work for Years
The war has gone on long enough to change the floor. Between damaged supply, low storage, tighter fuel trade and winter, I think higher oil prices are here for a long time, much like inflation after COVID.