Following curiosity. Refining judgment. Compounding understanding.
Partner @ Energize Capital. Father of 2. Native Texan. Lifelong learner.
Focus
- Finding enduring businesses with ambitious leaders serving energy, industry, and infrastructure.
- Exploring how AI changes the systems the world depends on.
- Learning how great operators turn a few priorities into consistent results.
- Turning years of reading and highlights into ideas worth sharing.
- Being more deliberate about where my time and attention go.
Background
Energy industry roots. Former startup executive. Now investing at Energize Capital.
A little more about me ↗Start here
A few selected essays
Only a Few Things Matter
The Checklist Fallacy
Sometime in 2005, Bob Iger and Steve Jobs sat down in a room together to discuss Disney acquiring Pixar. Iger recalled Jobs' initial
3 min read NewsletterAre We Sleeping on Services?
AI, frontier tech, and hardware grab the headlines while services fly under the radar.
3 min read NewsletterPerfect is the Enemy
Don’t let perfection get in the way of action.
2 min read