A ledger of non-consensus bets — from early crypto and cross-border fintech to building in AI today.
I bought the wearables and ended up with five dashboards, four scores, and no read on what any of them wanted from me. A bad number could quietly cost me a morning. That's what I build against.
One fair 0–100 recovery score to compete on: how well you recovered, not whose device runs generous.
Oriya normalizes Oura, Garmin, Whoop, and Apple onto that one index. Private beta in SF & NYC. The long arc is health data you own.
AI is making the product itself easy to copy. What it can't copy is distribution, trust, and a growth loop that compounds — the part I've spent my career on, in the hard version of fintech and web3 and now in AI. These days I take on a couple of fractional growth engagements at a time, and back the startups I believe in — sometimes with a check, always with the work: the loop that hasn't clicked, the developer tool individuals love but enterprises won't yet buy, the market your team can't reach, the inference bill outrunning the product. My edge is the growth most advisors can't do — cross-border, into the markets where the next users actually are. If you're teaching yourself into tech, that conversation's free — those I answer first.
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