Consulting

Direct access to 11 years of AI engineering experience.

For investors who need bespoke analysis on a specific deal, company, or technology question. Former Google and CoreWeave engineer — I built these systems, I can explain them.

What you get

60-minute focused session via video call
Preparation: I review relevant materials you share beforehand
Follow-up notes summarizing key points and action items
No fluff, no upsell — direct answers to your specific questions

Typical topics

These are the questions I get most often. If yours isn't here, reach out anyway.

Evaluating an AI company

Technical review of an AI company's architecture, infrastructure choices, and defensibility claims. Separate signal from marketing.

Infrastructure due diligence

Assess AI infrastructure investments — GPU strategy, build vs. buy decisions, vendor lock-in risk, and capex sustainability.

Understanding a technology claim

"They say they have a proprietary model" — what does that actually mean? Engineering-level translation of technical claims for investment memos.

Competitive positioning analysis

Where does a company sit in the AI software or infrastructure stack? What are the moat dynamics? Who are the real threats?

Portfolio company AI audit

Assess how a portfolio company is using AI: whether their approach is sound, what risks they're taking on, and where there's alpha.

Market map & category analysis

Get oriented in a new AI sector — who the players are, where value is accruing, and what a winning investment thesis would need to be true.