Writing
Things I've had to explain more than three times
Written down so I can send a link instead. Mostly AI and where it actually earns its keep, technology diligence, and what happens after a deal closes.
-
19 Sept 2026 · AI and value creation
Spec-driven development: the discipline that decides whether agents pay off
Once an agent builds anything you describe, the specification becomes the product. What a usable spec contains and who should be writing it.
-
18 Sept 2026 · AI and value creation
Why your AI pilots are not reaching production
AI pilots stall because the constraint sits before the build step, not inside it. What to measure, what it usually reveals, and what to change first.
-
17 Sept 2026 · Value creation
The first hundred days: a technology plan that survives the second board meeting
What belongs in a post-close technology plan, what does not, and why most of these plans are already behind by the time of the second board meeting.
-
16 Sept 2026 · Due diligence and M&A
Ten technology red flags that change what a business is worth
The technology findings that actually move price, structure or the post-close plan in a private equity deal, and the ones that change nothing at all.
-
15 Sept 2026 · Due diligence and M&A
What is technology due diligence, and when is it worth paying for?
Technology due diligence is the pre-investment review of a target's technology. What it covers, what it costs, and when it actually changes a deal.
Something has to change and there's a date on it?
Send me the shape of it. If I'm not the right person I'll say so, and I can usually point you at who is.