Writing
Essays
- 2026Trust Is The Scarce Asset
- Climbing the Ladder (On Data Quality, Part 1)
- Looks, Brains, and Money (On Data Quality, Part 2)
- 2025Making Markets in Time
- Data and Defensibility
- 2024How to Price a Data Asset
- Ahead of the (Yield) Curve
- 2023The Perils of Prudence
- Data in the Age of AI
- 2022The Economics of Data Businesses
- Minsky Moments in Venture Capital
Older Writing
- Zakir
- The Accidental Investor
- Why Can’t We Build?
- The Consulting Physician (fiction)
- Japan (guidebook)
- The Wondering Minstrels (poetry archive)
Threads
I like the form factor of Twitter (now X) threads for the discipline and concision they enforce, but I’m not a fan of their ephemerality. So I’ve created a more permanent home for a few of my favourites:
- Invasion!
- Perpetual Data Machines
- Alfred Winslow Jones
- Silk Ties and Suckers
- Aliens Among Us
- Three Decades of Bond Arbitrage
- Failure Modes
- Software Eats Marxism
- Data Pricing Curves
- Explaining Rentec’s Returns