Insights
Notes on industries, companies, and the reports that move them.
This is the place for analysis that does not belong in a CV: market structure, company strategy, product shifts, and reactions to important reporting.
Future published essays can be wired to MDX without changing this page structure.
Structured notes on technology cycles, market structure, AI infrastructure, consumer platforms, and the incentives behind major shifts.
Focused memos on individual companies, covering product direction, business model changes, competitive position, and execution risks.
Fast reactions to notable reporting, earnings calls, interviews, and policy moves, with emphasis on what actually changes.
A working thread on interactional privacy, proactive dialogue, and product risk in speech-first systems.
A template for reading product cadence, hiring signals, and distribution choices before the numbers arrive.