Writing

Field notes on
AI in private equity.

Where the leverage is. What production taught us. How firms move AI from the upside case into the base case.

AI strategy
You Don't Have an AI Problem. You Have a Friction Problem.
Most AI initiatives never show ROI — not because the models are weak, but because they're pointed at the wrong problem. Find the friction, measure it, fix it.
June 26, 2026 · 6 min read
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