Work that earns attention — across five verticals and three continents.
Selected Work
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i. When The Prototype Doesn't Convert
Long-Form Essay
Defense tech startups keep dying in the valley between prototype and production contract. The acquisition system's structural failures are auditable — and fixable. A deep look at why the Pentagon's innovation pipeline leaks talent and capital.
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ii. The $40/MWh Question: Two Pictures of the Same Grid
Research Article
Hyperscalers say they'll power data centers with renewables. Grid operators say the math doesn't work. Both sides are right — they're just measuring different things. An analysis of the collision between compute demand and generation capacity.
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iii. Why Most AI Agents Fail When It Actually Matters
Thought Leadership Article
The gap between AI agent demos and production reliability is structural, not incremental. Enterprise deployments fail at the seams — tool orchestration, error recovery, and the parts no one puts in the pitch deck.
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iv. Why Every VC Quarterly Letter Reads the Same
Thought Leadership Article
LP communications have converged on a single template: macro hedging, selective attribution, and strategic ambiguity. The funds that break the pattern are the ones LPs actually read — and re-up with.
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v. Tech Debt Has a Number — Most CFOs Don't Know It
Long-Form Essay
Engineering teams talk about tech debt in sprints and story points. Finance talks in dollars and quarters. The disconnect isn't cultural — it's measurable, and the companies that quantify it make better capital allocation decisions.
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