Insights

Perspectives on private equity, GenAI, and professional services

April 4, 2026

So You Need to Nerd Out a Little...

The quality bar for AI-augmented work is set not by the model, but by the foundational assets, habits, and methods the professional brings. Why you need to nerd out before you build.

March 13, 2026

The Compression & The Explosion — A Rebranding

Two forces define our new world in PE and enterprise services: compression of space, time, capital, and risk — and an explosion of offerings, complexity, competition, and governance burden. Welcome to creative destruction at unprecedented scale.

March 7, 2026

One Year In: What Stayed the Same, What Changed, What I Got Wrong

A year-end accounting: the GenAI-in-enterprise-services thesis that held up, the surprises that forced revisions, and where year two's work needs to focus.

March 4, 2026

Tools, Tools, Tools — But Not a Drop of ROI in Sight

The Solow Paradox is back with a $37 billion price tag. Why GenAI ROI is hiding behind measurement failures, value migration, TOM transformation needs, and tool-impact mismatches — and how to find it.

June 24, 2025

The Apprenticeship Conundrum, Part 2: Can We Build It? Yes We Can!

Moving services professionals from doers to builders. A framework for skills in the GenAI era: Reinforce, Accelerate, Build New.

May 7, 2025

Tasks, Processes, and Journeys (oh my!)

The 5 forces of GenAI transformation: Augment, Automate, Eliminate, Re-orchestrate, Reimagine. Understanding how work evolved from tasks to processes to journeys — and what comes next.

April 24, 2025

The Apprenticeship Conundrum: Confronting Our Own Personal Monster

Like Mary Shelley's Victor Frankenstein, we have created a new world of capabilities that vastly expand our human power through LLMs and other generative AI tools.

April 2025

"I Know Kung Fu": Expertise, IQ and EQ in the Age of AI

The differential power of GenAI tools still depends on operator capability. The returns to operator expertise, IQ, and EQ for the best are exponentially greater than the average.

April 6, 2025

This Time, It's Different. (Or Is It?)

I am uncharacteristically going to answer unequivocally: Yes, this time it's different. I answer this way because I am living the huge promise of these new tools every day.