Projects
View all →Writing
View all →Interest Rates Are the Wrong Frame
Nov 2025Why fixating on the rate cycle misses what actually drives returns in the lower mid-market.
Compounding Trust
Aug 2025The most durable edge in private markets is not analytical — it's relational, and it compounds slower than returns.
First Principles of Industrial AI
Mar 2025Why most AI deployments in industrial services fail — and the narrow path to ones that don't.