I've mostly thought publicly in private: Discord DMs, Obsidian notes, 2AM voice memos, and hallway conversations with people sharper than me. This is an attempt to do some of that somewhere anyone can find it.

What I'll write about

Markets that interest me (without breaking confidentiality on anything live). Lessons from building BerthierOS and the other tools in motion. The specific, unsexy problems I keep running into at the intersection of finance and AI. Occasional notes on books, frameworks, and people whose work rearranges something in my head.

What I won't write

Universal advice I haven't earned. Hot takes dressed up as analysis. Anything that could be construed as investment advice, or that would reveal the specifics of a live deal.

Why bother

Because writing in public forces a different kind of precision. Because the best feedback loops I've seen come from putting a thing down and waiting for people smarter than you to tell you where you're wrong. Because if I want to build, I should be able to explain what I'm building and why.

If you read something here and disagree, or catch something I missed, the fastest way to reach me is kennethong.work@gmail.com.