For CEOs, operating leaders & investors

Where should AI
change your business?

I help leadership teams decide where AI and software could create business value, what to build or buy, and what it takes to make the change work.

My perspective combines running technology organizations, software engineering and ongoing AI research. Start with a decision you need to make, then examine the economics, the operating constraints and the evidence together.

Editorial artwork: folded ivory paper crossed by a vermilion thread on a charcoal ground.
Study 01 Structure & signal

A decision worth getting right.

CEOs and operating leaders

Which AI investment deserves to go further?

You have a promising pilot, an unclear business case, or a workflow that needs to change. The next decision is what to fund, buy, build or stop. A particular focus is document-intensive service businesses, where review work, exceptions and integration shape the economics.

Review a business decision →

Investors and portfolio leaders

Where does the opportunity survive contact with operations?

You need to distinguish a plausible AI story from a capability a business can use and maintain. Start with one company, one workflow and a material decision before considering a wider portfolio programme.

Examine a portfolio-company decision →

For chairs and nomination teams: board and strategic advisory has a separate remit and conflict check.

The operating advantage

Software gets easier.
Advantage doesn’t.

When software becomes easier to build, the strategic question shifts: which combination of customer access, workflow knowledge, useful data, and organizational capability can turn it into an advantage?

This is the thread connecting the business questions, engineering experiments, research, and reading shelf. The methods are public. Their business applicability still has to be tested.

Explore AI & business →My professional record →

Go beneath the strategy

Executable notebooks →

44 field notes88 papers mapped3 executable notebooks

Recent work

All notes →

Deep Research Needs an Evidence Budget

Deep-research agents need explicit budgets for discovery, inspection, verification, and stopping before their reports can support business decisions.

Merging LoRA Removes a Branch, Not Parameters

A merged LoRA checkpoint removes adapter computation at inference, but it stores a full dense model and preserves only the low-rank origin of the update.

A Test Set Cannot Choose Its Own Threshold

Choosing a classifier cutoff on the final test labels turns evaluation noise into an optimistic result, even when the score order contains no signal.

A Distillation Weight Needs Its Temperature

A knowledge-distillation coefficient is not reproducible unless the temperature, reduction, and valid-token denominator are recorded with it.

Editorial artwork: fine graphite traces and a copper-orange wire across layered paper.
Study 02 Tracing the system

An ongoing research thread

Small models.
Connected questions.

TinyFabulist connects controlled story generation, English–Romanian translation, and compact Romanian language models. The research notes follow the data, the experiments, and the limits of what was measured.

Explore the research →

Selected work

Start here

Three Emulator Bugs, Three Different Tests

Printer output, audio hardware, and memory bookkeeping needed different tests, and the same discipline about what each fix established.

The reading shelf

A better question
for the next decision.

Systems, technical leadership, and machine learning. A small shelf organized around the problems a book might help you think through.

Explore the books →
  1. Systems & decisionsThinking in Systems

    What keeps recreating the problem?

  2. Technical leadershipScaling People

    Which decisions still depend on you being in the room?

  3. Engineering & maintenanceWorking in Public

    Who maintains the software everyone depends on?

Project chronology

  1. Perplexity Has a Tokenizer in Its Denominatorresearch note
  2. NFC Cannot Fix the Wrong Diacriticengineering note
  3. Three Judge Calls Are Still One Itemresearch note
  4. Count the Raster After Decodingengineering note
  5. A Ranking Metric Cannot Choose a Thresholdresearch note
  6. The Perceptron Convergence Bound Has Unitsresearch note

Browse the complete archive →