ERCOTQueue
An independent research product that turns official public ERCOT and PJM records into searchable views of projects, entities, status, history, and system change.
Operator and investor in hard infrastructure
Make the binding constraint legible.
I work across power, compute, healthcare, and defense—building companies, systems, and investment platforms around hard infrastructure.
Work
Defense Angels
A syndicate I founded to back companies building for national security and other high-consequence environments.
Constraint / Clock / Owner / Proof
Infrastructure plans get noisy when four different questions collapse into one schedule. I separate them.
- Constraint
- What caps the next unit of useful throughput?
- Clock
- Which date is reliable enough for capital, customers, and operators to act on?
- Owner
- Who holds authority—and consequence—at the handoff?
- Proof
- What observable evidence would justify changing the plan?
The domain changes. The method does not: make the binding constraint legible enough to decide.
Writing
A Taxonomy for Meetings
A practical system for naming meetings, deciding what kind of meeting they are, and making their purpose legible.
Background
I have built and led companies across energy, compute, healthcare, and capital markets, including American Bitcoin, Ionic Digital, Hut 8, US Bitcoin Corp., and Curative. I began my career at Bain & Company.
I hold an MBA from Stanford Graduate School of Business and a Master of Management Science in Global Affairs from Tsinghua University, where I was a Schwarzman Scholar. I studied International Relations at the University of Southern California. I grew up in Arizona and live in Austin, Texas.