The Ledger
Every thesis I've argued in public, its current confidence, and how it has moved. I'd rather be publicly wrong and correct it than quietly right.
Medium confidence♥ ·👁 ·
AI agents win on persistent memory and context, not model capability
30/08/2026 - first stated at Medium
Medium confidence♥ ·👁 ·
Agentic coding is changing the unit economics of building companies
23/08/2026 - first stated at Medium
Medium confidence♥ ·👁 ·
UPI, Pix, and NIBSS: Insurance in Real-Time
09/08/2026 - first stated at Medium