I build companies that make the physical world work better.
I've been building companies since I was 14, including Rent the Backyard (YC S19), a backyard home startup that hit a $10m run rate. Before that, I studied Statistics & Computer Science at Carnegie Mellon, where I paid my tuition by arbitraging textbooks.
Enduring businesses, and enduring nations, are built by optimizing the physical world: energy, housing, manufacturing, transportation.
Being a founder requires many skills. As your company grows these skills overlap with those of an executive. To this end I’ve really enjoyed and learned a lot from the following episodes of Tom Henschel’s executive coaching podcast The Look and Sound of Leadership among others.
Last updated January 2026
More …Shops historically offered a bundle of services to their customer around usually a single type of production process (eg laser cutting, bending, powder coating, etc). Since finding, evaluating, quoting, and scaling with a shop was very involved, customers were extremely sticky.
This is still the case for most large scale production. But the system didn’t work for everyone and a revolution has started. Small startups who just wanted to buy a 25 parts, hobbyists building project cars, and even engineers at big companies who needed parts the next day for their prototype were delayed, ignored, and overcharged by shops who could only process a few, highest priority requests at a time.
Companies serving these markets with the help of new technology have now started the irreversible unbundling of the machine shop ecosystem:
More …The Scooby-Doo ladder magnate isn’t just a cartoon punch-line, he’s a warning label. For forty years, Silicon Valley has been trained to worship businesses that compound indefinitely: SaaS dashboards that bill monthly, network effects that snowball, and margins that expand with every extra user.
Deep-tech plays in larger markets than SaaS but by a very different rulebook. Many businesses look less like revenue compounders than process compounder [1] and the revenue you do have looks like a discovery of gold. Finding gold is rare and it’s not necessarily a given you can strike it twice.
More …I just saw a Tweet for how Basic Capital can help you 5x the size of your retirement portfolio by borrowing money.
There’s definitely a way to lose all your money.
But more importantly, Basic butchers the entire philosophy of investing for retirement.
More …The airline business is brutal. Your seat availability today depends on aircraft orders placed a decade ago. Your inventory — empty seats — expire the moment the gate closes. Everyone from the mechanics to pilots are unionized. And competitors offer virtually the same product. In 2024, every major US airline lost money flying passengers [1]. Good thing that flying planes isn’t how airlines actually make money.
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