Thoughts
a mix of shorter and longer rants
Thesis DrivenFeb 17, 2026
Beyond the Hype: An Owner's Guide to Construction Robotics
A practical framework for real estate owners and operators to evaluate robotic adoption in construction — assessing technical capabilities, economics, and workflow fit.
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Where are we with robotics foundation models?
Feb 11, 2026Ape-like intuition and the limitations of thinking in words
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99.5% of hardware companies don't know what VC is
Feb 7, 202699.5% of hardware gets built by companies that never raise a 10M pre-seed round
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SubstackDec 15, 2025
Robots That Work
Rodney Brooks, wheeled humanoids, and how to build for the future of robotics
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SubstackMay 26, 2025
Everyone wants to invest in robotics
From tooling to robots. How to build companies around robots that exert physical actions.
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