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Limits to paying only for the results that count Imagine signing a contract that promises “no results, no bill,” only to discover later that “results” were defined by someone else, measured with flawed data, and delivered through a system you barely control. Outcomes-based models promise perfect alignment: you pay only for success, and your solution

The dance of protest and capital The day after Earth Day, the streets of New York felt less like a celebration and more like an intervention. The Wall Street Bull: Early morning commuters passed a freshly scrubbed bull on Broadway, its hide briefly splashed green before activists wiped the paint away.1 Meatpacking District: The green paint

Inside and Outside the System That’s Cracking Reflections on TIIP’s 4th Conference: Where the Center Meets the Edge It’s a strange thing to attend a conference on long-term financial stewardship while the global financial system is actively coming apart by design. Outside the room: volatility, capital flight, stalled investment, and the fallout from the so-called Liberation

  We are entering a strange hall of mirrors. In a time when LLMs and LRMs are marketed as tools that “reason,” many of us are now using these same tools to generate business models, especially for AI-driven ventures. But what are these models really doing? Remixed from ivodich They’re not reasoning. They’re remixing. Thanks

Changing our focus from What to Who(m) As humans, we tend to see technology as a thing. The wheel. The steam engine. The iPhone. The generative AI. But investors know that the invention is not the innovation. At the earliest stages of investment, the core criteria are Team and TAM. Team = the signaling pedigree