Long-form research on companies, founders and new technology
14 pieces, written up from my reading notes. Pick a topic:
01 · 6 pieces
Business History & Institutions
Founder and finance studies about how companies, families, brands, and markets become durable operating systems.
01 · Financial History
2 min
Long-form research essay
Rothschild Part I: Money's Prophets
A study of how a family moved from constrained Frankfurt trade into one of Europe's most powerful financial networks by combining trust, speed, secrecy, logistics, and sovereign debt.
02 · Financial History
2 min
Long-form research essay
Rothschild Part II: The World's Banker
The second act: how a multinational family bank tries to preserve unity while telegraphs, nationalism, empire, public visibility, and New York finance erode its original edge.
03 · Product Strategy
2 min
Founders Podcast notes
Spotify Co-CEO Gustav Söderström: The Company Apple Couldn't Kill
A product and organization study of Spotify's survival logic: synchronized leadership, distribution over elegance, user-aligned business models, AI product judgment, and why Apple could not simply crush the category.
04 · Business History
1 min
Founders Podcast notes
Michelin Brothers: Engineering Demand
A business-history dossier on how the Michelin brothers paired product engineering with races, guides, road signs, and ecosystem design to make tires inevitable.
05 · Business History
1 min
Founders Podcast notes
Rockefeller: Cost Structure and Control
A business dossier on Standard Oil's logic: secrecy, transport economics, debt-fueled scale, acquisition discipline, political awareness, and the machinery behind monopoly power.
06 · Product Strategy
2 min
Founders Podcast notes
Sony & Akio Morita: Market Creation
A founder/product dossier on rebuilding from scarcity, refusing private-label comfort, creating markets before research can validate them, and turning Sony into a premium global signal.
02 · 5 pieces
Ambition, Leadership & Biography
Biographical and symbolic studies on self-construction, morale, image-making, curiosity, and the costs of ambition.
01 · Leadership History
2 min
Long-form research essay
Napoleon Bonaparte: Ambition and Narrative Command
A multi-source Napoleon essay about self-construction, artillery logic, media control, administrative systems, overreach, and the tragic edge of unlimited ambition.
02 · Scientific Biography
2 min
Biography podcast notes
Einstein: Curiosity and Misfit Thinking
A biography dossier on stubborn curiosity, individual judgment, self-directed learning, and how Einstein's patent-office years turned isolation into creative leverage.
03 · Craft & Ambition
2 min
Founders Podcast notes
How to Run Down a Dream
A compact operating philosophy built from Sam Hinkie, Danny Meyer, Bob Dylan, and other obsessive practitioners: passion is tested by whether you love the preparation.
04 · Leadership History
1 min
Biography podcast notes
Winston Churchill: Morale as Infrastructure
A leadership dossier on Churchill in 1940: communication, morale, American alignment, symbolic courage, and why words can become strategic infrastructure in wartime.
05 · Political Iconography
1 min
Short visual research note
Hand in Coat: Symbols of Authority
A short iconography dossier on Napoleon's hand-in-waistcoat pose, the migration of elite body language, and how visual conventions become interfaces for authority.
03 · 3 pieces
Frontier Technology & AI Systems
Research notes on AI, robotics, propulsion, and the infrastructure logic behind new technical frontiers.
01 · AI Systems
2 min
Lecture synthesis note
CS153 Frontier Systems: AI as a Utility
A synthesis of Sam Altman's CS153 themes: AI as infrastructure, the product journey from model to interface, scaling as systems engineering, and the societal stakes of cheap intelligence.
02 · Frontier Engineering
2 min
Video research note
Astro Mechanica: Electric-Adaptive Supersonic Flight
A deep-tech startup study on turboelectric adaptive jet engines, founder-market fit in hard engineering, and the business logic of attacking a stagnant aerospace frontier.
03 · Frontier Engineering
1 min
Video research note
The SpaceX of the Ocean: Ulysses
A maritime robotics note on autonomous underwater vehicles, modular fleets, ecological restoration, infrastructure inspection, and the ocean as an under-instrumented platform.