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Essays

On inflection points, commercialization, and leading across boundaries. Drawn from three decades in automotive, mobility and healthcare.

What the Builders Leave Behind
7
1
Inflection Points
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October 2026

What the Builders Leave Behind

Two centuries of infrastructure booms, the busts that followed, and what they suggest about the AI build-out

Railroads, electricity and fiber all went bust. The networks survived, and new owners prospered. What that pattern suggests about the AI build-out.

I Think I’m Extinct
5
0
Inflection Points
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September 2026

I Think I’m Extinct

What a hundred years of film can teach the industries technology is remaking right now

Film has reset its rules six times in a century. The pattern is a framework for automotive, mobility, and healthcare: is a shift moving your layer, or the floor?

The Real Cost Gap
4
0
Commercialization
·
August 2026

The Real Cost Gap

How Direct Primary Care changes the healthcare affordability equation

Roughly 2–11% when an employer already pays part of the bill, 30–40% when no one does — the real math behind DPC, built from a working practice’s pricing.