Insights
Practical writing on AI and technology leadership.
AI strategy, agentic systems, cybersecurity, ERP transformation, and IT diligence for private equity and its portfolio companies.
July 5, 2026
What predicts a turnaround? Rate of change.
What predicts a successful turnaround? Not the strategy deck - it is the rate of change. The fix: ship the good-enough idea, learn, and repeat.
July 5, 2026
Building Moats: The Manufacturing Technology Playbook
Modernization makes the business current. Transformation makes it defensible. How to classify every IT project, fix foundations first, and build each of the nine moats with digital and AI.
July 5, 2026
The Manufacturing Moat Framework
Nine structural moats, translated from software to the plant floor. Score them honestly, validate them against the numbers, and build the ones a hold period can actually move.
July 5, 2026
The Four Pathways Value Creation Framework
Sponsor return comes from three sources, and most plans manage one. Grow the base, earn the premium, kill the discount, delever - and score every initiative by the pathways it moves.
June 10, 2026
Cold Iron OS: how we build an intelligent organization (today)
You do not buy an intelligent organization. You build one in four layers - semantic layer, access, skills, agents - on top of the systems you already run. The mid-2026 version of how we do it.
June 5, 2026
Is your ERP data "AI-ready"? Wrong question.
You do not need a year of data cleanup before AI can work. Build a semantic layer over the mess, reserve cleanup for what is legally binding, and get a first-pass model in weeks.
June 4, 2026
Buy the Model, Build the Meaning
Rent the AI models - they are commodities. Own your semantic layer - the governed definitions of what your business means. The build-vs-buy line, drawn where it actually belongs.
April 18, 2026
Claude Code - Windows Installation & Setup Guide
A bulletproof, step-by-step guide for installing Claude Code on domain-joined Windows workstations, including the PATH remediation step the installer leaves incomplete.
November 8, 2025
AI Glossary
A practical reference guide to AI terminology for executives and operators. Updated with current terminology from large language models to agentic workflows.
October 30, 2025
Installing Claude Code Prerequisites
The essential tools you need before building AI-powered web applications with Claude Code. Covers Node.js, VS Code, Git, and account setup for both Mac and Windows.