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Strategic insights on blockchain, AI, security, leadership, and career in an age of disruption.

Prediction Markets as Insurance: The Kalshi Hedge
A conference used prediction markets to hedge weather risk—turning a speculative exchange into an insurance desk. Here's why it works and what your CFO needs to know.
Recent Essays

AI Won't Replace Your Judgment—Just Your Beatmatching
As AI automates technical skills, the real competitive advantage shifts from execution to judgment: knowing which correct answer matters most.

S&P's OpenZeppelin Bet: Risk Rating Meets Smart Contracts
S&P Global's acquisition of OpenZeppelin signals a watershed moment: traditional risk frameworks are now applied to blockchain infrastructure, fundamentally reshaping how institutions evaluate tokenized assets.

AI-Scaled Attacks: Your Risk Model Is Obsolete
Five federal agencies warned of AI-generated exploits targeting industrial systems. The real threat: attackers now scale expertise through automation, invalidating risk models built on scarcity.

AI Generation Is Free. Judgment Costs Everything
As AI generation costs plummet toward zero, the real competitive advantage shifts from model access to human judgment, review, and accountability — the costly work that actually gets work shipped.
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