Co-Founder & CEO at DealSage | AI-Native Deal Intelligence Platform for Investment Professionals
Aug 17, 2026
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11 min read
We think we are buying intelligence. What actually sells is the feeling that the question is closed.
Aug 10, 2026
8 min read
The middle market has the most to gain from AI and the fewest obstacles in the way.
Aug 4, 2026
9 min read
Diligence and monitoring are about to go D2S: direct to stakeholder. Buyers plug straight into the company, funds plug straight into their portfolios.
Jul 27, 2026
AI has me feeling existential this week: it turns out I may have spent my junior career as a fancy file converter.
Jul 20, 2026
Only 21% of buyout professionals rate their own AI expertise as advanced, and the ones rebuilding their CRM over a weekend are hitting the same ceiling in a nicer font.
Jul 13, 2026
10 min read
A former banker's confession about where work happens now. Plus Nadella escalates the sovereignty debate, CVC runs a sale process with a chatbot analyst, and JPMorgan hands agents the portfolio.
Jul 6, 2026
Palantir's Alex Karp says the frontier labs are taxing your alpha. Does he have a point?
Jun 29, 2026
Washington spent the week locking down America's best AI models on national-security grounds. The builders spent it showing the rest of the world has already found the exits.
Jun 22, 2026
Opus 4.8-level capability at a sixth of the price, running behind your own firewall. Why you are going to start hearing a lot more about open weights.
Jun 15, 2026
A government letter froze Anthropic's two best models overnight. The answer to single-provider lock-in isn't a better model, it's owning the systems a model plugs into.
Jun 1, 2026
13 min read
A pure-play buyout giant's AI playbook, broken down
May 18, 2026
A crash course on the two kinds of AI software in the market right now. One gets you started. The other gets you the step change.
May 11, 2026
14 min read
It's never been easier to build your own software. That's exactly why you shouldn't.
May 4, 2026
12 min read
Three days at DealMax, 3,500 dealmakers, and the seven themes on AI deployment I took away
Apr 20, 2026
In sourcing, in software, in value creation, AI has collapsed the cost of the easy work. What's left is the bit it can't touch.
Apr 13, 2026
Anthropic built a model too dangerous to sell. The era of open access to the frontier is (probably) over.
Apr 6, 2026
16 min read
The real cost of enterprise AI is hiding in your token bill.
Mar 30, 2026
Context graphs, knowledge graphs, ontologies. You're about to hear these words a lot. Here's why.
Mar 23, 2026
"Claws" have gone mainstream. Jensen Huang just launched Nvidia's own. Here's what it actually is and why you need to pay attention.
Mar 16, 2026
15 min read
AI can do 80-90% of an associate's job. That doesn't mean 80-90% of associates are getting replaced. The gap between capability and execution is where the real story lives.
Mar 9, 2026
GPT 5.4 is impressive. So is Claude. So is Gemini. None of that is where the edge lies.
Mar 2, 2026
The conversation has shifted from what AI agents will do to what they need to do it. A new vocabulary is emerging. Here's what it means for your firm.
Feb 23, 2026
The SaaSpocalypse fallout deepens as risk to private credit is exposed.
Feb 16, 2026
Every factor you use to evaluate a deal is about to become secondary to one: how fast can you implement AI?
Feb 9, 2026
But everything we know about what it is, how it works, and how it's delivered, is about to change.
