AI Strategy · GTM · Investment Analysis
Most AI analysis is written from the outside. I work inside the commercial layer.
The gap between what AI companies announce and what actually sells to enterprise customers is where the investment signal lives. I write about it here. I also work on it directly with the companies building it.
About
I build go-to-market for AI companies that are actually deploying in enterprise. Not advising from the outside. Inside the commercial layer, with Pacific AI and John Snow Labs.
Most investment analysts covering this sector have never been inside that room. That context doesn't come from earnings calls.
Engagements
Who I work with
AI-native B2B companies at seed to Series B. Strong technology, no established enterprise sales motion. The gap between what you have built and what enterprise buyers will pay for is a GTM problem. That is the work.
Industry average: 30–40%. The gap comes from building the commercial infrastructure before the pilot starts, not after it stalls.
GTM Strategy Sprint
Project-based3-month engagement. Market mapping, ICP definition, positioning, and sales motion design. Delivered as a working playbook your team can execute from day one.
Fractional GTM Lead
RetainerEmbedded, retainer-based. I work inside your commercial team 2–3 days per week — on positioning, pipeline strategy, and enterprise market entry. Minimum 3-month commitment.
Strategic Advisory
MonthlyAsync review and monthly strategy calls. For founders who have a GTM motion and need a sharp outside read on what is working and what to fix.
Remote-first. Based in Zurich (CET). Available globally.
Latest Work
All on Substack
Jun 2, 2026The New GTM Playbook: Why Distribution Is Now a Product Decision
Apr 7, 2026SpaceX’s $2 Trillion IPO: The Full Playbook Before the Biggest Listing in History
Mar 24, 2026Generative AI Data Privacy Issue
Mar 8, 2026He Got Fired by OpenAI. Then Turned $225M into $5.5B in 12 Months.
Feb 15, 2026The AI Paradox: When “Doing More” Meets “Something Big”
Feb 9, 2026Molina Healthcare's 30% Plunge: Burry's Bet in the Storm of Uncertainty
Contact
Get in touch
Tell me about your company and what you are trying to solve commercially. I will respond within 24 hours.
Engagements are retainer or project-based, typically starting with a 3-month commitment. Remote-first, based in Zurich (CET), available globally.
Prefer to talk first? Book a 30-min intro call.
Not ready to commit yet? Read the newsletter first.