The blog

Field notes.

Occasional writing on how we think about ownership, patient capital, the buildings we buy, the businesses we back, and the slow bets we're willing to make.

July 8, 2026

The Blue Green Revolution

For a hundred years, the answer to every municipal water problem has been the same: dig deeper wells, lay more pipes, build a bigger plant. It is a…

Sustainability
July 8, 2026

There Are No Bad Days: The Mindset That Builds Champions, In Sport and in Business

Walk into the Barwis Performance Center any morning and try a small experiment. Find the founder, Mike Barwis, one of the most influential strength and conditioning coaches alive,…

Leadership
June 28, 2026

7 Emergency Water Mistakes That Leave You More Vulnerable Than You Think

Most people believe they are prepared. Most people are not. Here is what the plans that look solid on paper get catastrophically wrong, and what actually works. There…

Sustainability
June 23, 2026

The Last Water Truck You’ll Ever Need: How Atmospheric Water Generation Is Rewriting Emergency Logistics

Every disaster exposes the same broken system. Atmospheric water generation offers a better one. When a hurricane makes landfall, a major pipe bursts, or a municipal water supply…

Sustainability
June 8, 2026

7 Mistakes You’re Making with Emergency Water Logistics (and How to Fix Them)

Emergency water logistics haven’t evolved fast enough. While other industries have embraced innovation, many emergency response plans still rely on the same outdated approach: stockpiling bottled water and…

Sustainability
March 9, 2026

Fighting Fire with Fog: How H2O Everywhere is Reimagining Forest Fire Prevention

Let’s be real for a second: the way we handle forest fires hasn’t changed much in decades. We wait for a spark, we see the smoke, and then…

Sustainability
March 5, 2026

Water on Demand: Why H2O Everywhere is the Ultimate Emergency Lifeline

When a natural disaster strikes: be it a hurricane, earthquake, or a massive infrastructure failure: the clock starts ticking. The human body can survive weeks without food, but only days…

Sustainability
February 28, 2026

From Thin Air: Why H2O Everywhere is the Final Answer to Clean Water

Let’s face it: we’re in a water crisis. Not the kind that’ll hit us decades from now, but the kind that’s happening right now. Two billion people don’t…

Technology
February 10, 2026

Air Over Oceans: Why AWG is Winning the Battle for Clean Water

Here’s a wild stat: Building a single desalination plant can cost anywhere from $500 million to over $1 billion. And that’s just to get it up and running. …

Sustainability
January 27, 2026

Drinking the Air: How H2O Everywhere and AWG Technology Are Solving the Global Water Crisis

Water. It covers 71% of our planet, yet nearly 2 billion people worldwide lack access to safe drinking water. It sounds like a cruel paradox, doesn’t it? But…

Technology
May 1, 2020

Thinking Strawberries in the 21st Century

I was recently reminded of a public speaking course I took back in graduate school. One of our professors, Michael LLorenz was tasked with preparing us to make…

Leadership
September 20, 2019

Improv and Business: Why Leaders and Influencers Should Take Improv

While living in Austin, I stumbled across and attended an improv show called “Second Sundays” featuring the Improv troupe The Known Wizards at the Zach Theater. I went…

Leadership