Personal analytical writing on systems and business change.
Framework essays and analytical notes study how technology stories create real-world pressure points, become real demand, and reshape the distribution of value, cost, control, and risk. AI Infrastructure Economics is the first completed research topic, not the boundary of the Research section.
CM Terminal separates filing-based analytics from framework essays. Analytics pages are built from issuer-level financial data, metric construction, source mapping, and validation notes. Research essays use public information and technical constraints to build explanatory frameworks; they should not be read as investment coverage or valuation work.
Recent analytical writing
A curated surface for notes and framework essays that emphasize systems reasoning, argument structure, and technology/business synthesis. Public-data notes are analytical pieces built from filings, public metrics, and technical context.
Additional research context
Longer essay-style work remains available as context, but Analytical Notes are the primary writing surface here.
Frontier Model Progress
A three-part framework essay series on how frontier model constraints move from algorithms into compute, memory, networking, data centers, and market sorting.
View series (2) →Topics & series
A compact route into the full writing index. Only topics and series that appear on multiple pieces are listed here.