Writing
Occasional essays on gaming, hospitality, technology, and investment. These pieces reflect lessons learned over three decades in the industry.
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The Case for Gaming Technology
For most of its history, gaming has been a real estate business dressed up as entertainment. The next decade will invert that equation. Here's why I'm betting on infrastructure over properties.
January 2026 -
Lessons from the LVS Boardroom
Seven years on the board of Las Vegas Sands taught me more about business than any classroom ever could. Here are the principles that stuck with me.
December 2024 -
SPACs: Promise and Reality
Having launched 26 Capital Acquisition Corp., I've seen both sides of the SPAC debate. Here's an honest assessment of what worked, what didn't, and what investors should understand.
November 2024 -
Miami's Moment
After decades in New York, I moved SpringOwl's headquarters to Miami. This wasn't just about weather—it was about positioning for the next chapter of finance and technology.
October 2024