How I'd Save Slutty Vegan
A hyper-growth restaurant brand at a crossroads — and the operating fixes that would turn culture into compounding cash flow.
Read MoreMarkets Recoded & Strategic Foresight
Understanding where business is going — before the market catches up.
I study how AI, technology, and shifting business models are rewriting competitive advantage — and publish what I find through Markets Recoded, an ongoing investigation into how companies create, lose, and reinvent their edge.
The Signature Practice
Markets Recoded
Investigating how businesses create, lose, and reinvent competitive advantage in the age of AI.
Every week I dissect a company, an industry, or a strategic decision to uncover lessons leaders can apply before the market catches up.
The New Corporate Math
Why headcount, tenure, and loyalty no longer add up the way they used to — and what leaders should be calculating instead.
Read MoreWhen Stability Stopped Looking Like a W-2
A look at how job security quietly migrated away from traditional employment — and where it actually lives now.
Read MoreIf I Were Running Salesforce, I'd Stop Selling Software
Why the next era of enterprise value looks less like licenses and more like outcomes — and what that means for the business model.
Read MoreResearch Agenda
Current Investigations
The questions I'm actively working through right now — the early material for upcoming Markets Recoded pieces.
01
What happens when every company gets AI employees?
02
Why are traditional go-to-market organizations breaking?
03
Which industries will gain or lose value over the next five years?
04
How is AI changing competitive advantage?
05
What business assumptions no longer hold?
Executive Concerns
Questions Keeping CEOs Up at Night
- Will AI replace or multiply my workforce?
- Where will my competitive advantage come from?
- Which parts of my business are becoming obsolete?
- Should we build, buy, or partner?
- What happens if our customers change faster than we do?
These are the questions I investigate through Markets Recoded.
Video Insights
Watch the Thinking, Not Just the Writing
Operating Experience
Built Through Experience
AT&T
intuit
Home Depot
DIRECTV
HBO
Georgia State
Clark Atlanta
Delta
25+ years operating across Fortune 100 revenue organizations and independent advisory work.
Methodology
How I Think
- Every company is a system.
- Every industry operates on assumptions.
- AI changes economics before it changes organizations.
- Competitive advantage moves before most leaders recognize it.
My work focuses on identifying where value is moving — not where it has already moved.
Through Markets Recoded and an ongoing study of how AI and shifting business models reshape competitive advantage, I help leaders see further than the next quarter.
Observe
→
Investigate
→
Challenge Assumptions
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Build Frameworks
→
Recommend Action
A Recurring Test
"Will this decision make your business stronger in 2028?"
Not quarterly thinking. Not reactive thinking. This is the question behind every investigation I publish.