Observatory
A place to think in public.
Not a blog. A slow-moving archive of essays, ideas, research notes, predictions, build logs, and book notes.
- Essays
Building Before University
On starting companies before you know what you’re doing, and why the not-knowing is the point.
Jan 14, 2026·7 min read - Ideas
Why AI Won’t Replace Great Traders
Markets aren’t a prediction problem. They’re a judgement problem under uncertainty. Judgement is very hard to automate.
Dec 2, 2025·9 min read - Research Notes
Sacred Equations
A short note on the equations physicists treat like relics — and what they teach a builder about compression.
Oct 21, 2025·6 min read - Predictions
Can AI Discover Physics?
The optimistic case for discovery, the pessimistic case for taste, and a middle path I find more interesting than either.
Sep 4, 2025·11 min read - Book Notes
Notes on Deep Work
A short set of notes from re-reading Cal Newport’s Deep Work in the middle of building a company.
Jul 18, 2025·4 min read - Build Logs
The Quiet Log
A weekly log of small progress on Diver AI. Unpolished on purpose.
May 30, 2025·5 min read