Thoughts

Long-form thinking

On tech, AI, business, and what actually works.

June 19, 2026

The Fog and the Record: America's Two Wars With Iran

America fought two wars with Iran eleven months apart — the June 2025 Twelve-Day War and the February 2026 campaign that killed Supreme Leader Khamenei. In both, the victory announced on day one and the reality that emerged weeks later were different conflicts. A reconstruction of what was claimed, and what actually held up.

PoliticsPolicyStrategy

June 19, 2026

Pallets of Francs: The Story Behind the $1.7 Billion the Obama Administration Paid Iran

The $1.7 billion the Obama administration sent Iran in 2016 was a debt thirty-seven years in the making — money Iran paid the United States before the 1979 revolution. How it was paid, in untraceable cash and only after four Americans were freed, turned a defensible legal settlement into a decade-long argument over whether it was a ransom.

PoliticsPolicyEconomics

June 16, 2026

The Check That Couldn't Be Written: In Defense of the Billionaire

A trillion-dollar pay package revived the internet's oldest fantasy — that one rich man could end world hunger with a single signature. It's wrong about wealth, wrong about hunger, and wrong about history: a defense of the much-maligned billionaire.

PoliticsEconomicsPolicyStrategy

June 16, 2026

The Pothole Mayor: What Mamdani Has Actually Changed in New York

Five months into Zohran Mamdani's mayoralty, a clear pattern has emerged: concrete early wins on child care, the budget, and crime — while his most symbolic promises on rent, buses, and groceries remain pending, deferred, or scaled down by the limits of the office itself.

PoliticsNew York CityPolicyLeadership