I started paying attention to markets in college — not because I wanted to get rich, but because markets are the most honest feedback mechanism we have. Over time that curiosity evolved into something broader: how do you figure out what’s worth building?
Product as a Lens
Product thinking sits at the intersection of technology, business, and people. When you study products, you’re really studying:
- How people make decisions under uncertainty
- Which companies are solving real problems
- Where capital thinks the world is heading
What I’ll Write About
This isn’t a stock-picking newsletter. I’m more interested in:
- Product thinking — how great products get built and why most don’t
- Market fit — the messy process of finding it and knowing when you have it
- Investment themes — what makes a company durable and where opportunity lives
The goal is to think clearly in public, not to give advice.