Perspectives / Essays & poetry
Writing.
Ideas for building.
Frameworks for deciding.
Essays and research on AI, software, and capital.
A separate space for poetry.
Essays, research, and notes
AI is eating software
When intelligence becomes abundant and interfaces become conversational, the strategic moat moves from the generic application toward the intelligence layer of the company itself.
The AI Leverage Index
A practical financial lens for measuring whether AI is compounding enterprise output.
Pricing AI products through operating leverage
Why AI cost structures require a different pricing calculus than conventional SaaS.
Machine learning for comparable-company analysis
A systematic approach to peer selection and cost-of-equity analysis using clustering.
Generative AI in private equity
Where AI can improve investment judgment, diligence, and portfolio-company performance.
The early AI-powered web
An early view of how intelligent systems would reshape products, workflows, and business models.
From the archive Law or Justice?
Verse / Personal writing
Poetry.
A space for poetry.
No poems published yet.
Occasional dispatches
Follow the ideas as they take shape.
Essays and working notes on AI-native companies, product strategy, operating leverage, and capital, published when there is something worth saying.