Operating frameworks
How the founder thinks about agentic systems.
Four frameworks, refined across two decades of institutional investing and applied AI, that shape every workflow we build.
Agentic harness engineering for optimal decisions
Engineering agent workflows like a production line, with deterministic tools and schemas plus kanban-style, decision-theoretic gates (expected value, value-of-information) that decide when to act, escalate, or halt.
ROI-driven product prioritization
Sequencing features by expected revenue impact, payback period, and downside risk, with every roadmap call defended in P&L terms, not story points.
Fail-fast capital discipline
Small, time-boxed bets with explicit kill criteria; redirecting capital and talent the moment evidence turns against the thesis.
Enterprise risk budgeting
Allocating risk across asset classes with explicit limits and governance — the same discipline applied to where an agent is allowed to act autonomously.