March 2026Thesis6 min read
Why we hold indefinitely
Permanent capital is not just a holding strategy. It changes how you hire, price, and decide which problems to solve.
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February 2026Operations7 min read
The AI-native operating stack
Three layers: ChatGPT Projects as brain, Manus as hands, Claude as eyes. How a ten-company portfolio runs with zero full-time employees.
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January 2026Framework5 min read
The three questions every BCG unit must answer
Real searchable problem? $1k/mo in twelve months? Operable without employees? If any answer is no, it is not a unit.
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December 2025Market8 min read
The BC private lending market
After routing hundreds of BC borrowers to private lenders, here is what borrowers do not know and lenders will not say.
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