Field notes from the AI-native P&L.
Long-form writing on capital allocation, org design, and what the CFO role becomes when software compounds faster than headcount.
the cfo is quietly becoming the most qualified executive to lead firms into their agentic future
a recent study found 72% of cfo-led ai initiatives produced measurable financial results — 2x the c-suite average. enterprise ai pattern-matches to labor expense, not saas. here's what that means for how you run your agent workforce.
Gail's Law and the Confederate Flag
i met with a dozen bangaloreans to greenlight the product: a confederate 'flag' for sale on amazon.
From month-end to continuous close
The monthly close is a ritual invented for paper. In an AI-native company the books are a live system, and the close becomes a subscription, not an event.
Your new headcount plan is a compute plan
The dollar is now fungible between humans and agents. CFOs who keep their hiring plans and their compute budgets in separate spreadsheets are flying half-blind.