Insights

Perspectives on technology strategy, due diligence, and value creation.

Forbes Technology Council•2026-02-19

What Private Equity Gets Wrong About Technical Due Diligence

To avoid the common private equity pitfall of treating technical due diligence as a late-stage, jargon-heavy inventory that fails to predict post-close value destruction, firms should instead adopt an "Intent → Fear → Kill Switch" framework that quantifies technical debt and integration complexity as specific dollar liabilities early in the deal process to transform evaluation from a compliance exercise into a high-stakes tool for risk mitigation and informed decision-making.

Linkedin Post•2026-02-12

Building AI is Like Building a House on Rented Land.

True AI strategy shifts the focus from model-dependent prompting and opaque framework abstractions—which mirror a 'rental' agreement with high switching costs and hidden lock-in—to building a portable, architecturally resilient system where the model is treated as a swappable commodity and the real value is retained in the organization's unique data gravity and orchestration logic.

Linkedin Post•2026-02-10

The Three Clocks of AI

AI transformation feels “slow” because three clocks tick at different speeds—the model learns in hours, the platform ships in weeks, and the organization (rationally) decides in quarters to years—so we judge progress by the fastest clock and blame the slowest for not keeping up.

Linkedin Post•2026-02-05

What If We’re Assigning Problems Too Early?

Maybe corporate AI fails because we lock in human-defined problems too early, whereas embedded agents can discover higher-value, tacit “real” problems when we design environments for problem-finding instead of treating AI as an execution engine for a pre-set hypothesis.

Linkedin Post•2026-02-3

Some Technical Investments Age Like Wine. Others Like Milk.

Technical investments age like wine when they encode decisions and history into machine-readable automation that AI can compound, and like milk when they rely on humans reacting fast as automation expectations rise.