Things I’m still thinking through.

Thinking about taste as a form of judgment: the ability to notice what is considered, what is lazy, what feels inevitable, and what stays with you after the first impression fades.

• Why do some products, places, and people feel unusually thoughtful?
• What separates polish from taste?
• How does taste compound over time?

Notes on how markets form, shift, compound, and surprise people. I’m interested in the moments when a category goes from niche to inevitable, and the signals that are easy to dismiss too early.

• What makes a market feel early but real?
• When does pull matter more than push?
• Why do some businesses quietly become infrastructure?

A place to think about influence, institutions, incentives, geopolitics, and the hidden structures underneath visible events. Less about hot takes, more about understanding the machinery.

• Who has leverage, and why?
• Which incentives are actually driving behavior?
• How do institutions preserve, lose, or transfer power?