Insights
70+ reports. One perspective.
The POV on where AI capital actually moves — on targets, on valuations, on the operators running the playbook. Migrating from LinkedIn to this page.
Read on LinkedIn while I migrate →What I Write About
Four recurring beats.
01
The AI Capital Moment
Where real dollars are flowing — foundation models, agent infra, vertical AI.
02
M&A Targeting
Deep dives on single acquirers or targets, diligence lenses, synergy math.
03
Operator Frameworks
Build-vs-buy, AI readiness, board narrative — battle-tested at six operating companies.
04
Live Company Reads
Point-in-time POVs on specific AI companies, sourced from AI Radar signals.
Subscribe
Get the next one.
Follow on LinkedIn — where I publish first. Newsletter lives there for now.
Follow on LinkedIn →