Thoughts

Notes on what I'm working through. Mostly enterprise AI, sometimes markets, occasionally something else I can't stop thinking about.

Enterprise AI

Your AI Adoption Is Probably Measuring the Wrong Thing

Usage metrics track activity, not whether work actually changed. Design backward from business outcomes, observe real workflows, and treat low adoption as a product signal.

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You Don't Need Another Agent

Enterprise AI pilots stall when adoption is treated like a software install. Production needs process change, clear owners, and evaluation gates before another agent ships.

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Building AI Agents That Work: A Practical Guide for Enterprises

Shipping agents that hold up in production takes discovery, formulation, design, and evaluation, not only LLM wiring. A structured path from use case to measurable outcomes.

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Choosing the Right AI Models Is Hard. Here's How to Get It Right.

Model catalogs grow faster than decision quality. The bottleneck is evaluating outputs against business metrics, not picking a default frontier model.

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Other interests

Stop Donating Your Portfolio to the Market

Position sizing and risk limits decide whether a book survives volatility spikes. How to set exposure rules when alpha takes a back seat to staying solvent.

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