Writing
Notes from thirty years on both sides of the table. Subscribe with RSS.
- Hire contractors, not employees: why A2A and ephemeral workers are the future of AI agentsAn opinion. The winning agent architecture will not be one all-knowing assistant with standing access. It will be short-lived, single-purpose workers that talk to each other through open protocols.
- Can a company trust its data to Anthropic or OpenAI? Ask where the memory livesThe model providers' contracts answer the training question. The bigger question is who owns your AI's memory and context, because that is where the intellectual property now sits.
- The harness half-life: AI is now moving faster than you can build for itThe machine-learning era took eight years. The agentic era has taken about twenty-four months. What that compression means for builders, boards and investors.
- Run your board like an investment committeeThree habits from the investment committee that make any board faster and better.
- What technical founders need from a deal-side co-founderThe other half of the founding team, from someone who has sat on both sides of the table.
- Structure is strategyWhat building the first sub-Saharan Africa UCITS fund taught me about capital and design.
- Agentic AI will reach the deal team before the finance functionWhere I see AI agents working in private equity today, and the controls that have to come first.
- The model is an argument, not a forecastThree habits from €2 billion of LBO work that still decide how I approach every deal.
Topics I speak and write about
For podcasts, panels and board sessions. Get in touch.
- AI agents in private equity
- Where agentic AI changes deal work and value creation, and the controls that have to come first.
- Capital as a product
- Treating the fundraising roadmap with the same rigour as the product roadmap.
- Turnarounds when the cycle turns
- Leading a company into production while the commodity price moves against you.
- Frontier-market capital
- Fund structures, liquidity and governance for Africa and other emerging markets.
- Building in regulated finance
- Lessons from the FCA Regulatory Sandbox for founders and investors.
- From open source to company
- How developer adoption becomes a commercial asset without losing the community.