01
Growth
The commercial models defining the next decade of enterprise
Buyers changed. Budgets changed. Most sales motions did not. Here is what is actually working, and what people are still pretending works.
8 min read
Insights
Essays on growth, partnerships, and the next commercial era.
A running body of long-form ideas, for founders, boards, and executives building the next stage.
Newsletter
A brief note. Every other week.
One idea on growth, partnerships, AI, or capital, written for operators.
02
AI
Where AI actually creates enterprise leverage, and where it does not
Most AI programs are producing activity, not leverage. The whole difference is where you point it.
10 min read
03
Partnerships
Partnerships that move categories, not just quarters
Most partnerships are a press release with a logo swap. A few reset an entire market. The difference is structural, not emotional.
6 min read
04
Capital Markets
Tokenization, distribution, and the new capital stack
Tokenization was never a technology story. It is a distribution story, and that is exactly why it is finally working.
12 min read
05
Leadership
The executive as storyteller in the AI era
When anybody can generate a polished narrative in ten seconds, the only story with weight is one a real person will stand behind.
7 min read
06
Startup Banking
The Cheapest Capital You Are Not Using: Venture Debt and the Case Against Selling More of Your Company
Founders spend months optimizing valuation and about ten minutes thinking about capital structure. That order is backwards and it costs real money.
9 min read