Advisory for the industrial frontier.
AI is entering the physical economy, and it changes what industrial companies build, how they build it, and how they fund it. I advise the leaders, boards and investors deciding what to do about that.
The shift
Frontier models are commoditising. The next wave is physical. Intelligence is moving off the screen and into machines, plants and the grid. For an industrial business that is not a technology upgrade, it is a business-model question. Where value migrates, what to build, how to deploy it, and how to fund it. Most boards do not yet have an answer. That is the work.
Selected work and published analysis, chosen for the judgement each one shows.
The advice rests on a published record. I write Industrial Sector Insights, a weekly read on where AI meets the industrial economy, across nine domains.
Start with the decision in front of you.
Thirty minutes on the decision in front of you, and whether the fit is right.
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