Notes from the intersection.
On building with AI agents, on finance and industry, and on whatever in the professional realm seems worth writing down carefully. Published when there is something to say — not on a schedule.
Go and see
Every organisation's account of itself bends toward what the reporter thinks the reader wants. Four traditions — Toyota's gemba, McChrystal's shared consciousness, the shortest-path routing rule, and Nordic flatness — arrive at the same correction. And why flat is not the same as consensus.
August 2026 · CommercialYou don't know why you won
Most companies never ask their customers why they were chosen, and the ones that do ask badly. Once every vendor has cleared technical diligence, the decision stops being technical — which is the commercial case for culture, and it is not a soft one.
August 2026 · OperatingOne clock
Strategy, sales cycle, budget, funding cycle and cap table are one mechanism with a single rate. Why the value of capital is a step function, why raising less to see proof first is self-defeating in a long-cycle business, and the four numbers that diagnose it.
July 2026 · DecisionsTwo kinds of aim
A sniper computes; a fire controller converges. Two modes of decision-making learned coordinating indirect fire — and why the people best trained for precision are often the slowest to move when the problem is not a precision problem.
July 2026 · The frameThe machine that builds the machine
Manufacturing for atoms, AI for bits: the factors of production have a new mode, two grammars of risk are colliding — and when building is cheap, focus becomes expensive.
July 2026 · The thesisEurope's build decade: energy, compute, industry
The next twenty years run through one triangle — and the scarcest input is people fluent in all three corners. The thesis behind fifteen months of building.
December 2025 · Op-edThe Next Nordic Export Industry
Compute, energy, and the next generation of industrial infrastructure — the public version of the thesis, written seven months before this site.
July 2026 · Finance × AIWhat a banking P&L teaches you about AI
Credit discipline turns out to be the rarest input to serious AI systems: provenance, the ability to say no, and material sized for the reader who must decide.