Thoughts
Observations on AI strategy, capital markets, and digital governance.
JAN 2026
Building AI Agents That Work: A Practical Guide for Enterprises
Building effective AI agents is about more than just wiring LLMs—it requires a structured framework across discovery, formulation, design, and evaluation to deliver true enterprise value.
Read on CloudforceJAN 2026
Stop Donating Your Portfolio to the Market
In high-velocity markets, alpha is secondary to survival. How disciplined risk management and strict position sizing determine portfolio longevity when volatility spikes.
Read Thread on XJUL 2025
Choosing the Right AI Models Is Hard. Here’s How to Get It Right.
Model selection is meaningless without rigorous benchmarking. Why the success of enterprise AI hangs entirely on your ability to evaluate outputs against concrete business metrics.
Read on Cloudforce