03 / THINKING

Writing & ideas

Ideas in public.

I write to test ideas, connect disciplines and make emerging shifts useful to leaders making decisions now.

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On my mind

Questions worth exploring.

01
What is the real crux when a technology business faces structural change?
02
How will agentic AI reshape enterprise connectivity, security and control?
03
Where do platforms create genuine economic gravity—and where do they fail?
04
Can observability evolve from technical visibility into business assurance?

Featured writing

Three starting points.

Across enterprise technology, platforms and the economics that shape strategic advantage.

Agentic AI · InfrastructureSeptember 2026

The Agentic Enterprise: Three Forces Rewriting Connectivity and Security

Why AI agents, distributed infrastructure and accelerating cyber risk are forcing connectivity, security and operations to converge.

Connectivity · CybersecurityMarch 2026

The New Era of Enterprise Connectivity and Security Convergence

Why connectivity, security and operating models can no longer be treated as separate strategic decisions.

Platforms · EcosystemsSeptember 2025

The Complement Trap in Platforms

The hard part of building a platform is not always the core—it is managing the complements that shape adoption and value capture.

Complete archive

A wider body of thinking.

Twenty-four articles grouped by theme—from platform economics and AI strategy to emerging infrastructure and cybersecurity.

Audio pilot. I’m testing AI-generated audio versions of selected articles, created with NotebookLM—an alternative way to engage with my thought leadership. The written articles remain the authoritative versions.

019 articles

Strategy, platforms & economics

22 Sep 2025The Complement Trap in Platforms

28 Aug 2025The Hidden Coordination Layer: Why Network Costs Shape Platform Evolution

21 Aug 2025What Platform to Build in the Age of Cheap Answers

15 Aug 2025How Platforms Earn Premium Valuation Multiples — A Practical Framework for Founders, Operators, and Investors

8 Apr 2025Hype as a Coordination Tool and the Trap of ‘Irreversible Standards’ in AI

10 Dec 2024AI: Beyond Experimentation and Into Long-Term Strategy

5 Dec 2024The Impact of AI’s Rising Costs: What It Means for Innovation and Strategy

7 Oct 2024NVIDIA’s Strategy: From GPUs to AI Industry Dominance

Audio pilotListen · 46 min

Pilot audio version. Created with NotebookLM from my original article. The ideas are mine; the voices and conversation are AI-generated.

7 Oct 2024Autonomous AI Agents: Redefining Economic Actors in the Digital Age

027 articles

AI systems & business value

4 Mar 2025Addressing Technical Debt in LLM-Powered Applications: Risks, Challenges and Strategies

18 Feb 2025The Silent Shift: Is AI Really Gradually Eroding Human Control?

18 Feb 2025Beyond Cost Efficiency: DeepSeek and the Global AI Shakeup

18 Feb 2025DeepSeek: Rethinking AI Scaling

18 Feb 2025Mastering LLM Inference: Cost-Efficiency and Performance

18 Feb 2025Mastering Evaluations as a Strategy: The Path to ROI in LLM-Powered Applications

7 Oct 2024Accelerated Computing in AI-Powered Business Transformation

038 articles

Infrastructure, chips & cybersecurity

3 Sep 2026The Agentic Enterprise: Three Forces Rewriting Connectivity and Security

Audio pilotListen · 41 min

Pilot audio version. Created with NotebookLM from my original article. The ideas are mine; the voices and conversation are AI-generated.

11 Apr 2025Inside Lightmatter’s Passage M1000 Photonic Superchip

19 Mar 2025NVIDIA Blackwell Ultra: Powering the AI Factory Vision

11 Mar 2025Zeus GPU: Bolt’s Bet on the Long Game

13 Nov 2024Overcoming Innovation Barriers: How Anduril’s Crucible Tackles Scale, Collaboration, and Data Sharing (Part 1/2)

1 Nov 2024Untether AI’s speedAI 240 Slim: Advancing Energy-Efficient AI Solutions for Edge Applications

13 Oct 2024The Emerging Threat of AI-Powered Cybercrime

7 Oct 2024Adversarial Attacks on AI: Navigating Emerging Cybersecurity Threats

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I welcome thoughtful conversations about technology strategy, platforms, intelligent infrastructure and the forces reshaping technology businesses.

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