Ideas I keep returning to.
What matters most, what shapes our choices, and what makes progress possible?
Only a Few Things Matter
Finding the decisions that determine the outcome.
A business, investment, or life can contain hundreds of moving parts while depending on just a few. The work is figuring out which ones deserve your attention, understanding them deeply, and recognizing when something seemingly small can change everything.
Explore ideaWhat You Reward
How incentives shape behavior, culture, and outcomes.
People respond to what gets rewarded, tolerated, and measured. Compensation matters, but so do status, attention, promotion, and the example a leader sets. The interesting consequences often appear where the behavior we encourage drifts away from the outcome we intended.
Explore ideaAllocation
Where capital, time, and attention go, and what they make possible.
Every commitment uses something finite. Investing money, protecting an afternoon, backing a company, or spending time with family all involve choosing among competing possibilities. Good allocation requires understanding opportunity cost, deciding when to concentrate, and leaving room to change your mind.
Explore ideaThe Price of Progress
What speeds change, what slows it, and who bears the cost.
Progress moves at different speeds because the consequences of change differ. Software can be revised overnight; power systems need reliability, infrastructure, and trust. Capital, regulation, human habits, and the cost of failure create friction, while periods of overbuilding can leave valuable foundations behind.
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