Compute,
capital,
and code.
Three machines I can’t stop building.
— BUT FIRST, WHO’S BUILDING —
Built by Carleton.
Trained by markets.
Currently obsessed with what comes next.
01Engineer by training. Builder by obsession.
02I write less code than I used to, and ship more of it than ever.
03Permanent student of the machines I depend on.
— FOUR MACHINES, ONE LOOP —
Agents.
“I talk to machines that talk back.”
Agents aren't tools — they're collaborators with opinions. I run a small fleet of them: some read markets, some triage code, some just keep me honest. This is what happens when you stop typing and start delegating.
Vibe.
“I don't write code. I conjure it.”
Vibe coding isn't laziness — it's a different posture. You describe the shape of the thing, the machine fills in the syntax, and you keep the taste. Two hours, one personal site, zero hand-written HTML — and I still know exactly what every line does.
Markets.
“Permanently long on intelligence.”
A long-only US equities system I run from a laptop. Core positions held with conviction, satellite trades sized by signal. No black boxes — every rule fits in my head, which is the only rule I trust.
Compute.
“Somewhere, a GPU is humming for me.”
Every agent, every model, every backtest runs on someone's silicon. I'm increasingly interested in being that someone — or at least understanding the supply chain that makes intelligence cheap.