Bets

7 active

Ray Data Co

active-relaunch
umbrella

Data engineering operating system as a service. The umbrella brand all sub-bets inherit from.

Sanity Check

active-relaunch
newsletter

Practitioner journey for getting reps applying AI. Read what I'm thinking out loud about, before the consensus catches up.

MAC

active-launch
info-product

TDD for data pipelines — the discipline you'll wish you had 5 years ago.

Squarely

active
puzzle game

iOS puzzle game. Daily-puzzle pattern, beta on TestFlight.

Ops

active
ray + harness

Building the COO agent and the harness it runs in. Vault, skills, MCP, observability, deployment rails.

phData

active
career + certification track

W2 Principal Consultant on the AI Workforce team. Day-job funds RDCO; Snowflake expertise feeds the data-marketplace thesis. Currently sprinting the SnowPro Gen AI C02 cert.

Investing

active-build
internal-capability / capital stewardship (no external revenue — internal-revenue bet only)

Operating capability for deploying founder capital. Source-aggregated theses + paper-trade validation + audit-trail execution via Alpaca.