04-Ideas
On the record.
These are pieces I have written on strategy, the AI economy, venture building, and the structural forces reshaping how businesses are built and valued. My intention is not to provide how-to content - but to offer a point of view on what is actually changing, and why it matters.
01
Strategy
The AI economy is not about adoption. It is about redesign.
Every major technology shift produces the same initial response: companies try to layer the new capability onto the existing structure. AI is following the same pattern - but the underlying shift is of a different order.
March 2026
Read02
Capital
What makes a business investable in the AI economy.
The criteria are shifting - and faster than most fundraising playbooks have caught up with. A recurring revenue SaaS business with good growth metrics was an almost automatic ticket to investor interest three years ago. That is no longer the case.
March 2026
Read03
Turnaround
Why most turnarounds fail before they start.
The most consistent observation I can offer is this: most turnarounds fail not because of execution failures, but because the diagnosis was wrong.
February 2026
Read04
Markets
The bridge between London and the Gulf.
There is a particular kind of opportunity that exists at the intersection of mature capital markets and high-growth operating environments. London and the Gulf represent one of the most interesting versions of that intersection in the world right now.
February 2026
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