Is AI the End of the Offshore Equation?
AI coding tools are changing the math on offshoring — not by being cheaper, but by eliminating the trade-offs that made offshoring necessary.
Perspectives
Essays on technology, AI, and value creation in private equity — written from the seat of an operator, not an analyst.
The AI ROI Your Portfolio Company Isn't Measuring
Most portfolio companies measure AI value in hours saved. The real return is the initiatives that were permanently below the line and are now suddenly feasible.
AI Didn't Make Me Faster — It Made Me Braver
If you're setting a generative AI strategy without using the tools yourself, you're making decisions through a secondhand lens.