Hi, I'm Shay O'Kelly.

I have spent time in technology investing at Silver Lake, in AI strategy at Prime FT, an SMB credit lending startup, and in technology and infrastructure investment banking at Jefferies. I study at Brown University.

In a previous life, I was a Power 5 linebacker at the University of Utah. I grew up in Woodside, California.

I write about the buildout at length. Ataraxia is nine essays on how it is financed, where the bottlenecks sit, what it does to growth and to work, and why the most crowded theme in the world is still, in my reading, an empty trade. It is published free and in full. Letters and method notes sit under Perspectives.

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