How My Thinking Has Changed

If you have ten minutes, read these four: How Byju’s cheats parents, why we are building an AI tutor for every child, what the IVF drug choice really means, and what a first-time angel investor should know.

I have been writing here since 2011. The site is a record of what I thought at the time, which makes it a record of what I got wrong too. This page is the honest index: the arguments I have made, grouped by what I was actually working on.

2014 to 2019: the same subjects, quietly

Before 2020 this was a notebook. A few posts a month, mostly things I ran into as a doctor and as an investor. The subjects have barely changed since.

2020: Byju’s, and the year I wrote every day

In 2020 I published 527 posts, more than the five years before it put together. Almost all of it came from one argument about what edtech was doing to children. It is still the most read thing on this site.

2021 to 2024: 46 posts, and a slow turn toward AI

I went quiet here. Forty six posts in four years. The thread that survived was education, and by 2023 I had started writing about machines that could teach.

2025 to 2026: the AI tutor argument

This is the argument I would defend hardest. If a child can have a patient tutor that costs nothing, the case for tuitions and coaching collapses. I have been writing the same idea from a dozen directions because I do not think parents have heard it yet.

The clinic: what I tell IVF patients

The clinical posts are the other half of my life. They are written for the couple sitting in front of me, not for search engines: what the protocol actually does, what the drugs cost, what a grade A embryo does not promise.

Government, and why things do not work

A thread that runs from the health insurance fraud post in 2016 to the bribery essays of this year. I keep coming back to it because the same failure repeats everywhere I work.

Angel investing, from 2014 to now

Twelve years of writing about other people’s startups while running a fund. The advice has not changed much, but the number of people asking has.

One thing to know about the year counts

Since June 2026 an automated writer publishes one essay a day under my name. That is most of the 1,525 posts dated this year. It is my material and my voice, but it is not argued as carefully as the posts above, so read it as thinking out loud rather than as a position.

Tell me where I am wrong

Comments are open on every post here again, including the old ones, and I read them. The old threads where readers argued back are gathered here too. If you think one of these arguments has aged badly, say so on that post. If you want to work on any of it with me, here is what I am building and how to join in.