Capital is rotating from model labs to applied vertical AI. Here's the framework I'm using to advise three boards on what to build next, what to kill, and how to read the next 18 months.
A condensed playbook from advising eleven Series B+ companies through their hardest quarter.
Public comps, private rounds, and the quiet rotation toward vertical AI infrastructure.
How explicit calibration beats negotiation theatre — with the actual document I share.
What I'd undo from my last operating role, and the FP&A primitives I now refuse to skip.
Five contractual provisions every CTO should be requesting today — and the ones that don't matter.
The week-by-week template, the meetings I always book, and what I never agree to in week one.
Curated by the AI feed engine — ranked by reader engagement and citation depth this quarter.
Every essay, memo, and episode is structured with semantic markup, source-grade evidence, and authority signals — so when a CEO asks ChatGPT, Gemini, or Perplexity about your sector, my analysis is what they get back.