The New Clock Speed
Planning horizons, decision latency, and the cost of latency.
What happens to strategy, planning and governance when build, decision and execution cycles compress.
Insights
Notes on technology, time and how organizations decide.
What AI changes about the pace of business, and what that asks of executives, investors and boards.
Subjects
AI-era organizational design
Smaller teams, wider ownership, and what happens to the middle layer.
Team shape, ownership and leadership structures when the cost of producing software falls sharply.
AI strategy and governance
Which bets compound, which are theater, and how to tell the difference.
Separating durable advantage from experimentation, and governing both without stalling.
Technology economics
Unit costs, R&D allocation, and the true price of AI at scale.
Cost-to-serve, R&D allocation, infrastructure and AI spend, and the real tradeoff between margin and velocity.
Board technology oversight
The questions directors should be asking portcos.
What directors should ask, expect and measure on technology, risk and transformation.
Product and engineering transformation
Implementing operating change in teams that still have to ship every week.
Turning strategy into operating change in organizations without throwing out the roadmap.
Private-equity technology value creation
Diligence signals, the first hundred days, and metrics that hold up at exit.
Diligence, value-creation levers and the operating metrics that reveal whether they are working.
Writing & perspectives
August 18, 2026 · 7 min read
The New Clock Speed
What happens to strategy, planning and governance when build, decision and execution cycles compress.
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