Pricing the future: How CFOs should read the SpaceX, Anthropic and OpenAI IPOs
Three landmark IPOs are coming. Read them through capital structure, governance, and partner dependency — not the hype.
Read →Signal, not noise.
I find the signal where most people see noise.
Pragmatic essays on finance, AI, and capital strategy — for CFOs, finance leaders, and operators.
A strategist and pragmatist working across finance, technology, digital assets, and trading. More interested in what actually works than in what the textbook says — and in the patterns most readers miss.
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Recent insights
All insights →The 600-year curve: Why your "AI anxiety" is actually history repeating itself.
I want you to look at the graph for a second. Really look at it. Look hard.
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Where there is will, there is wAI
There’s a massive, hidden advantage to the fact that Finance has been the "under-invested child" of the fintech world for the last decade.
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Every CFO is greedy. Just what they're greedy for, is the real question
I've been thinking about this a lot lately, and I've come to believe there are really only two types of financial leadership — and the difference between them isn't talent or in…
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Reading the noise
Most finance writing is one of two things: a quarterly earnings rehash, or a hot take with no model behind it. The first is data without thinking. The second is thinking without data. The space between them — signal — is where I want to write.
Over 25+ years in finance, I've come to believe the most useful thing a finance person does in a fast-moving business isn't reporting — it's framing. Cutting a tangled problem down to the two or three decisions that actually matter. Translating between a board that wants certainty and an operation where the answer hasn't been built yet. Holding the strategic question open while the tactical one gets solved.
The pieces here are mostly about that work: leadership and trade-offs, storytelling for finance, how the CFO role actually operates, how AI is changing it, and the recurring tensions — strategy versus execution, output versus outcome, KPIs versus mission, decisions versus deferrals.
I won't post on a cadence. I'll post when I have something worth saying. That's the deal.
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Working on something at the edges of finance and tech? I'd like to hear about it.