01
AI & AGENTS
Systems that remember, reason, and get useful work done.
Architecture notes, tested workflows, and the honest lessons between the demos.
Independent notes on intelligent work
Ideas are cheap.
Useful field notes are earned.
SM Field Notes is a working notebook for AI systems, investment research, and the operating lessons that only show up once you build.
01 / THE NOTEBOOK
Notes from the edge of the work.
Three trails, one standard: practical enough to use on Monday.
02
INVESTMENT FIELDWORK
Clear thinking for noisy markets and consequential decisions.
Research trails, decision frameworks, and the questions that sharpen a thesis.
03
OPERATING PLAYBOOKS
Small systems that make ambitious work more repeatable.
Practical templates, field-tested habits, and tools worth keeping close.
02 / THE APPROACH
Not a feed.
A working library.
The internet has enough hot takes. These are slower notes from the field: what worked, what broke, what changed my mind, and what is worth carrying forward.
- Observed
- Reality before theory
- Tested
- Evidence before enthusiasm
- Distilled
- Signal without the sprawl
- Shared
- Useful beyond the notebook
03 / CHOOSE YOUR DOOR
Two circles of trust.
Wider sharing stays wonderfully simple. Sensitive working material gets an identity check at the door.
RESTRICTEDSHARED PASSWORD
For team, friends, and the wider circle.
Public editions of Letters to Co-Investors, weekly AI Learning Journey summaries, and updates worth passing along.
- One current shared password
- Fast, low-friction sharing
- Convenience barrier—not a security vault
VAULTINDIVIDUAL EMAIL OTP
For individually approved members only.
Complete letters, private research, full working notes, and the material that should never travel on a shared password.
- Named email allowlist
- One-time PIN at sign-in
- Individual removal and access logs