tech investor & writer. 'truth will set you free.'
Shorts
Introducing Pace Summer Fellowship. For compulsive truth seekers who care about doing great work in a contained period of time. 4 weeks. $10k. Two fellows. One publishable research artifact.
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Interact with your wallet the way you chat with a friend Everyone can now enjoy global, no-fee, instant payments on Base. Meet Base MCP: give your favorite AI apps onchain capabilities ✨
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Personal update: I'm returning to Pace Capital to develop and invest in pre-consensus ideas. See you on the frontier.
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Getting the size of the market right doesn’t tell you who captures the most value. Introducing AI Perez: our attempt to make sense of shifting bottlenecks, and who benefits, through Carlota Perez’s framework.
