Big Rocks
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Q2 · 2026 · A capital-allocator's ledger.
Q2 · 2026

Capital Allocation

6 active rocks this quarter

AI Coach
Public Narrative & Distribution · P1

Develop AI-Native Operator Thesis & Writing Practice

On Track

Public Narrative & Distribution

Key Focus
  • By end of Q2: 25+ captured insights/theses.
  • 12 private memos written.
Milestones
Phase 1 — Capture Engine: Create thesis capture repo, save 25+ ideas from texts, voice notes, and observations
Phase 2 — Memo Practice: Write 3 memos/week, max 1 page each, written as if explaining to Anthony
Phase 3 — Theme Discovery: Identify 3-5 recurring themes (AI abundance layer, operator leverage, capital allocation, decision-making, ecommerce transformation)
Progress0%
I 3L 3C 3AE3
Personal / AI Leverage · P1

Finalize Daily "What To Do" App (Idea Capture)

On Track

AI Leverage Operator-Builder

Key Focus
  • Big Rocks — high-leverage strategic work
  • Tasks — practical execution / admin / ClickUp work
  • Basic Health — sleep, training, food, recovery, reset
Progress80%
I 5L 5C 4AE3
85
Wealth / Business Validation · P1

Build Business Validation P&L App (P&L App)

At Risk

Owned Leverage & Asset Compounding

Key Focus
  • By end of Q2, I have a simple app that helps evaluate new business ideas through revenue potential, costs, margins, CAC assumptions, payback period, operational complexity, and upside scenarios.
Progress10%
I 5L 5C 4AE3
78
Personal · P1

Create Exploratory Apps and Analyze Usage Patterns (App-Analytics)

On Track

Master Decision Leverage & Personal Alignment

Key Focus
  • Build 100+ exploratory apps tracked by usage cadence.
  • End-of-Q2 strategic debrief synthesizing what compounds, what is avoidance, and the emerging strategic direction implied by behavior rather than aspiration.
Progress90%
I 5L 5C 3AE3
68
Wealth / Investing · P1

Build Stock Diversification & Deployment System (Stock App)

On Track

Owned Leverage & Asset Compounding

Key Focus
  • By end of Q2, the stock app supports a structured diversification plan where smaller increments (ex: $500 deployments) are regularly allocated across ideas, sectors, and conviction levels rather than concentrated or emotionally timed decisions.
Progress30%
I 5L 4C 4AE2
76
Wealth · P1

Shift Travel Expenses to Investments or Narrative (Finance App)

On Track

Owned Leverage & Asset Compounding

Key Focus
  • Discretionary travel and lifestyle leakage materially reduced.
  • FHSA and TFSA on track to be maxed for the year.
Progress65%
I 5L 4C 4AE3
82
Parking Lot · Next Quarter

Ideas without bandwidth — yet