INSIGHTS

Ideas from the work.

Notes on building companies, leading people, making consequential decisions, creating value and owning more of what you help build.

LEADERSHIPBUILDINGAI & TECHNOLOGYCAPITAL & OWNERSHIP

CAPITAL & OWNERSHIP01

What I Look For Before Saying Yes to a Portfolio Company

Why the best technical advisory relationships are built around alignment, access and shared upside.

AI & TECHNOLOGY02

A CTO’s framework for deciding where differentiation lives, whether the organization can sustain the build and who carries the cost risk.

BUILDING03

The hidden economics of corporate travel—and what AI changes beyond a faster interface.