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.
The 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 · AI & methodA method for building with agents that survives scrutiny
Fifteen systems in, the constant isn't the model — it's the operating method: destination documents, pictures before code, and gates where the builder's word is never evidence.
July 2026 · AI & methodFive months of building with agents: what actually changed
The models improved on schedule. The step-changes came from somewhere else — and they say something about where this is heading for operating companies.
July 2026 · The nature of workSide by side: how the nature of work actually changes
I don't know if AI replaces humans. I know what happens when humans and agents work side by side under governance — because I run it daily, and the gains live in the structure.
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.