Three-time CEO · Board chairman
Writing
Essays
Long-form, published here.
Waiting on compliance rules can pay, but waiting on supplier data never does
Real options and the bad-news principle, applied layer by layer to a manufacturer's compliance program, for the board deciding whether to fund it now.
8 min read
Bolt-on AI speeds up the old unit of work, AI-native software replaces it
Where the model sits in the control loop, what that does to the record your customers trust, and how a SaaS CEO or CTO can tell which of the two they are actually building.
10 min read
The AI playbook for acquired software companies, forty-eight levers each tied to the P&L
Every lever an owner can pull between diligence and exit, in an AI-native world: what it is, which line it moves, how much the evidence supports, and what kills it. Five composite companies show how the same levers land differently. One of them is worked in full.
218 min readHub and 10 chapters
AI agents made software cheap to write, not cheap to own
What a vendor invoice was actually paying for, what coding agents changed and did not change, and a four-question rule a leadership team can run on every build-or-buy decision.
8 min read
Build compliance software in house only when nobody outside audits the output
Why deterministic rules, source binding and a maintained rule set decide the build-or-buy question for a compliance system of record, and why a language model plus a spreadsheet is the option most teams actually pick.
9 min read
AI lets PE buyers check every product's compliance before the deal closes
Document-level compliance baselining across a target's supply chain, and why it moves regulatory risk out of the indemnity and into the pro forma.
10 min read
Compliance is the next value lever PE can deploy across a whole portfolio
What let payments and marketing automation deploy across every portfolio company, and why regulatory compliance now passes the same test.
10 min read
AI should apply compliance rules at their strictest, and humans own every exception
Separating probabilistic extraction from deterministic decisions in supply-chain compliance, and why the default has to be the toughest reading of the rule.
9 min read