One letter a week

One idea, the numbers behind it and the sources, written by me on the operating side of whatever I am writing about. Consumer goods, Mexico, energy for data centers, early-stage AI, and the occasional stop on the road that got me here.

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What you get

• One email a week. Usually under seven hundred words. If I have nothing worth your time that week, I skip it.
• An operator’s number in every issue. A cost per can, a connection wait in months, a founder’s gross margin. Things you do not get from a bank note.
• The sources. Every figure links to where it came from, with the date it was true.
• No pitch. The funds and companies I work with are described here as what I do. I will never use the letter to offer you an investment.

What you do not get

No sponsors, no affiliate links, no “quick question” follow-ups. Your email goes into my own list and nowhere else; see the privacy page. Unsubscribe is one click at the bottom of every issue.

Frequently Asked Questions

How often does the letter go out?

Once a week, with weeks skipped rather than filled. As of October 2026 the first issue is scheduled for the week the site goes live.

Is there an archive?

The articles on this site are the long-form versions of what the letter covers, grouped by topic. Issues themselves are not archived publicly yet.

Can I reply?

Yes. Replies go to my inbox and I read them. It is also how reporters and event organizers reach me; see the media kit.