AIMarket StructureGovernanceStrategy
OpenAI, Musk, and the AI Duopoly
A long-form analysis of the legal, financial, and strategic forces shaping the frontier AI market — and why the outcome matters beyond two companies.
8 min readRead article →
Insights
Long-form articles for consequential technology decisions.
I write when a subject deserves more than a quick opinion. These articles explore technology, AI, infrastructure, cybersecurity, and operational efficiency with the same method I bring to advisory work: context first, structure second, recommendations only after the problem is understood.
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AI InfrastructureData CentersLiquid CoolingPowerScaling
From 2nm Transistors to Football Fields
A scaling exercise showing how simple AI conversations become racks, megawatts, liquid cooling, and industrial infrastructure.
8 min readRead article →
IPOMarket StructureScarcityValuation
In an IPO, don’t look only at the company
A short article on why investors should separate the quality of a company from the structure of the offering, especially when a limited float creates temporary scarcity.
3 min readRead article →
Technology PerspectiveInfrastructureEnergyEfficiency
From Rollercoasters to Mars
An essay on controlled energy, electromagnetic launch systems, electric propulsion, and why efficiency often arrives quietly before it accelerates.
5 min readRead article →
AI InfrastructureBandwidthCloudSystems Thinking
From Dial-Up to AI: It Was Always About Bandwidth
A technology essay on the infrastructure constraint behind every major digital shift: the ability to move information fast enough to make new behavior possible.
6 min readRead article →
Advisory
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If one of these subjects maps to a decision your organization is facing, I can help clarify the options, tradeoffs, risks, and next steps.
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