I build, operate, and invest
in AI companies
Product leader turned entrepreneur with a knack for translating deep tech into business outcomes. I started as an ML researcher on autonomous vehicles at Ford, then moved to the business strategy side — because I realized the hardest problem in AI isn't the model, it's the go-to-market.
As Director of Product at Untether AI (later acquired by AMD), I led product strategy for next-generation AI accelerator hardware. After my MBA at Harvard Business School, I founded Guddi Growth, where I evaluated 200+ companies — including 50+ AI startups — developing pattern recognition for what separates AI companies that scale from those that don't.
I think about AI through three lenses: Can you build it? Can you sell it? Can it compound?
DealScope AI
AI-powered platform for analyzing Confidential Information Memorandums. Persistent deal pipelines, automated financial modeling, sensitivity analysis, and professional exports. Built for PE/VC analysts and search fund operators.
AI Startup Investing
Selectively investing in early-stage AI companies where I can add value on product-market fit, GTM strategy, and the bridge between technical capability and commercial traction.
I write about what I see at the intersection of AI, product, and investing — the patterns, the pitfalls, and the counterintuitive truths that emerge when you evaluate hundreds of companies. All my long-form writing lives on Substack.
The Barrel Upgrade
How AI is reshaping workforce hierarchies — not by replacing workers, but by upgrading lower-tier talent into high-output contributors. A new lens for evaluating AI's impact on teams and organizations.
Read on Substack →The Concentration Thesis
Why AI inference capabilities will concentrate among a handful of dominant players rather than commoditize across competitors. The structural dynamics that separate long-term AI winners from the rest.
Read on Substack →The $16 Trillion Flip
AI services revenue looks enormous on the surface — but the unit economics are built on sand. An analysis of the fragility hidden beneath the current AI adoption wave and what it means for investors.
Read on Substack →The Pruning Principle
Why the best companies deliberately kill initiatives that are working. On strategic elimination as a growth discipline and the counterintuitive art of saying no to good opportunities.
Read on Substack →When Distribution Isn't Enough
Massive distribution used to be an insurmountable moat. AI is breaking that assumption. Why established platforms with billions of users are losing to startups with none — and what it means for GTM strategy.
Read on Substack →The Conviction Tax
Championing contrarian ideas before the market catches up comes with a hidden personal and professional cost. On what it really means to be early and right in investing and product strategy.
Read on Substack →Building in Public, Judging in Private
The best products are built in private and revealed fully formed. Why the build-in-public movement optimizes for attention over excellence, and what great product builders actually do instead.
Read on Substack →The Taste Gap
In a world where execution is becoming cheap, discernment is the new competitive advantage. On taste as a product skill, why judgment matters more than ever, and how to develop it deliberately.
Read on Substack →Let's talk
Whether it's about AI product strategy, a startup you're building, an investment opportunity, or just a good conversation — I'm always up for it.