Margin is engineered.
Generative AI creates a treacherous illusion of limitless engineering capacity and instantaneous velocity. And while it all but removes the historical product speed limits, raw development volume does not automatically translate to ROI, top-line growth, or a protected EBITDA. The hard economic reality is that AI deployments carry nuanced, rapidly compounding costs that can quickly and silently destroy the very same enterprise value they are meant to enhance.
Perspectives for operators and investors on turning technology and AI investment into growth, margin and enterprise value.
I write about how tech strategy shapes revenue, EBITDA, and enterprise value. Beyond the page, I help growth and PE-backed companies execute the strategies that make those financial outcomes a reality.
I write about how tech strategy shapes revenue, EBITDA, and enterprise value. Beyond the page, I help growth and PE-backed companies execute the strategies that make those financial outcomes a reality.
Featured Insight
Field Note
As AI pushes strategic decisions down to the individual contributor, elite military units offer a proven blueprint: seven pillars of a high-performance culture.
Engineering performance
4 Oct 2026
2 min read
Featured Insight
Field Note
As AI pushes strategic decisions down to the individual contributor, elite military units offer a proven blueprint: seven pillars of a high-performance culture.
Engineering performance
4 Oct 2026
2 min read
Latest Perspectives
Field Note
AI and ML only monetize data that is accurate, complete, consistent, current, traceable, and legally usable. The dimensions to assess it by.
4 Oct 2026
2 min read
Field Note
4 Oct 2026
2 min read
White Paper
Advanced frameworks for securing top-of-funnel acquisition, enforcing data sovereignty, and unlocking machine-centric revenue.
30 Sept 2026
13 min read
White Paper
30 Sept 2026
13 min read
Questions worth exploring
Every perspective here starts from one of these questions.