Strategy2025
The Long-Horizon Operator
Why durable advantage belongs to those who measure success in decades, not quarters.
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Notes from the office.
Perspectives on strategy, capital, and the long horizon.
Capital2025
Patient Capital in an Impatient Market
Building investment vehicles aligned with multi-generational outcomes.
ReadTechnology2025
Aerial Intelligence as Infrastructure
How drone systems are quietly becoming the sensor layer of the physical economy.
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