Looking At / Watching

What I am Watching

What I am looking at right now across startups, product themes, fintech infrastructure, and market behavior.

Startups / Companies

Circle

Stablecoin infrastructure

Palantir

Enterprise data + decision systems

Stripe

Payments + financial infrastructure

Coinbase

Crypto rails + developer platform

Ramp

Finance automation + corporate spend

Brex

Finance stack for modern companies

Kalshi

Prediction markets platform

Bridge

Stablecoin infrastructure

Content

The Bible in a Year

Fr. Mike Schmitz

Ideas

Saaspocalypse

AI-native tools are compressing the value of legacy SaaS layers by shifting advantage from feature breadth to speed, distribution, and workflow-level automation.

Social Accountability Network

A behavior-first network model where accountability is embedded into social interactions, using transparent incentives and reputation loops to improve trust and follow-through.

Markets as Real-Time Truth Engines

Prediction markets compress incentives and information into probabilities, transforming capital-weighted belief into actionable signals for policymakers, investors, and institutions.

AI Agents as Economic Actors

As autonomous agents begin trading and influencing markets, we need identity and observability layers that separate human conviction from synthetic participation.

Programmable Trust Infrastructure

The next generation of fintech will encode trust directly into systems, aligning incentives, detecting manipulation, and enabling real-time decisions at institutional scale.

Decision Systems Over Dashboards

The next generation of software will not simply visualize data but operationalize it, converting live signals into automated, constraint-aware decisions.