Capital, Incentives, and Durable Execution.
A long-form blog on capital allocation, governance, and execution under constraint. Written for founders and operators who understand that mispriced incentives and misunderstood capital destroy more companies than competition ever will.
Recent Articles
- Europe's AI Sovereignty Debate Is Really About Capital Allocation
Over the past three years, Europe has engaged in an increasingly urgent debate about AI sovereignty - the ability to build, deploy, and control artificial intelligence using domestic infrastructure, talent, and governance frameworks.