Essays
On intelligence, epistemics, and the institutional shift from human judgment to quantitative signal. Written from Lausanne.
Why the consulting industry is where Wall Street was in 1987 — and what comes after
Renaissance Technologies didn't beat Wall Street by being better at what Wall Street does. They beat it by delegitimizing the entire epistemological basis of how Wall Street worked. Strategy consulting is next.
Read essayWhat a CEO actually says to the board when the decision is theirs — not the consultant's
When the board asks "Did you just run an algorithm?" the answer that follows reveals everything about how a decision was actually made. One answer is genuine intellectual ownership. The other is expensive deference. The first answer has never been available to a CEO before ogram.
Read essayIntelligence yield, reasoning waste, and why agentic firms will structurally outperform SaaS
The companies that survive the transition to agentic intelligence will not be the ones with the best models. They will be the ones that understand a single metric: the number of successful decisions produced per dollar of system cost. Philippe Van Caenegem calls this intelligence yield — and it changes everything about how technology companies are valued.
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