What I've been thinking about

  • New chip architectures

    Inference is no longer one workload, so it may not stay on one kind of chip.

  • The macroeconomic backdrop of the buildout

    Who is actually financing $1T+ of AI capex, how much of it is debt and vendor financing rather than cash flow, and what the buildout looks like if rates or revenue stop cooperating.

  • Robotics in American factories

    I’ve seen so many articles on Shenzhen — but what’s happening in California or Michigan?

And I’m always, always thinking about deep tech across Asia, especially the scene coming up in India.

Calvin and Hobbes strip: Calvin raises his hand at his desk and says, “Given the pace of technology, I propose we leave math to the machines and go play outside.”

What I've been reading

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What I've been writing

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Illustration of Mole, Ratty and Otter from The Wind in the Willows picnicking under a tree by the river.

Where I've been

  • Congruent Ventures Investment analyst 2025–present
  • ICONIQ Capital Investment analyst 2023–2025
  • Bridgewater Associates Investment associate intern, microequities 2022
  • Cutler Group Quantitative trading intern, options market making 2021
  • Berkeley Economics Research with Prof. Ulrike Malmendier on experience effects in financial decision-making 2021–2022
  • UC Berkeley B.S./B.A. and M.S. — IEOR, economics, and math 2018–2023