Allocator
Which bets to make. Every operating decision is an investment decision with a cost, a probability of success, and a payoff. The allocator prices the opportunity before committing the dollar.
Capital allocation, M&A due diligence, portfolio construction, ROI underwriting. The same math your CFO uses for factories applies to knowledge work - with one twist: these assets can appreciate.
Writing from this position (8 posts)
AI Quality Tiers: When 85% Accuracy Is Fine
I deploy AI at scale and price error costs against business impact
The Dollarized Confusion Matrix
I derived the threshold formula and use it to underwrite AI investments
What They Don't Tell You About Being a PE CTO
I run a multi-brand portfolio and sequence investments against exit timelines
The Cost Optimization Playbook
I execute cost programs and prioritize cuts by ROI
Why Your AI Pilot Failed (And How to Pick Better Targets)
I built the scoring model and use it to decide which AI bets to make
Any Sufficiently Advanced Technology: A Taxonomy of Magic
I backtested the protocol across 700 years and use it to predict winners
Perfectionism Is a Bad Bet
I derived the yield function and use it to size bets on shipping velocity
The Eighth Ledger: When Intellectual Labor Becomes a Capital Asset
I backtested the protocol and use it to predict where value migrates