The Memo

One strategic question
per month.

A monthly essay on the AI, capital, and operating choices showing up across the practice — the ones founders and senior teams keep wrestling with. Concrete, short, useful. Written the way I’d brief a client.

• One memo. First of every month. About 1,000 words.
• Always a specific question, framework, or decision — never a roundup.
• Sometimes a worked example. Sometimes a one-page artifact.
• Unsubscribe in one click. No chase sequences, ever.

Prefer reading first? Browse the archive of published essays.