Hey, I'm Alex

I'm passionate about the intersection of technology, artificial intelligence, and gaming — and, increasingly, the stock market and what makes a business truly great. This blog is where I share my thoughts, experiments, and discoveries across these fields — plus speculative fiction imagining where it all might lead.

I'm fascinated by how the best businesses in the world actually operate and are managed: the moats that protect them, the returns they earn on capital, and the quality of the people allocating it. I read financial statements and earnings calls the way I read source code — looking for how the thing really works underneath the narrative.

Whether it's exploring the latest breakthroughs in AI, breaking down a company's fundamentals, dissecting game design mechanics, diving into emerging technologies, or writing fiction about possible futures — I believe the most interesting ideas live at the crossroads of disciplines.

What I Write About

• Artificial Intelligence — From machine learning fundamentals to the latest research and practical applications
• Finance — The stock market and how the world's best businesses operate and are managed: fundamental analysis, returns on capital, moats, capital allocation, and intrinsic value — the reasoning, not the hype
• Strategy — North Star metrics, product execution, and strategy frameworks from 20+ years shipping software in regulated environments
• Games — Game design, development, industry analysis, and the art of interactive experiences
• Short Stories — Speculative fiction exploring possible futures shaped by the evolution of technology
• Technology — Software engineering, emerging tech, tools, and the broader tech landscape