Books
The shelf.
Long-form work on startups, vertical AI, AI cost management, and the operating systems behind enterprise value.
Published
Startup Predicament
Every founder inherits a set of structural pressures that appear personal but are architectural. The book names them and works through the decisions that resolve each one.
Founders, first-time operators, and early-stage investors.
Founder Notes
In progress
The Vertical AI Playbook
Book site →Horizontal AI wins demos. Vertical AI wins P&Ls. The playbook is a build sequence: workflow, data, judgment, governance, and Cost of Work — in that order.
Enterprise AI leaders, vertical software founders, PE operators.
AI Value Engineering, Enterprise AI Operating Models
AI Cost Management
The successor discipline to Cloud FinOps. Not a way to lower bills — a way to make AI legible as an investment with a return.
CFOs, CIOs, CDAOs, FinOps and AI platform leaders.
Cost of Work, AI Cost Management
The Agentic AI Data Engineering Playbook
The data engineering discipline required for governed agents. Contracts, lineage, judgment encoding, and the interfaces between deterministic and probabilistic execution.
Data platform leaders, AI engineering leads.
Governed Agents
Updates
To hear when a book ships or a chapter goes out as an essay, drop your email.