AI Insider · Market Analyst · Independent Voice
I work inside AI.
I write about
what it means
for your money.
Investment analysis from someone in the room where enterprise AI gets built — not just marketed. No recycled takes. Structured thinking on markets, AI, and what the numbers actually mean.
50+
Substack subscribers
10
Years in B2B consulting
75%
POC-to-production rate
About
The unfair advantage most analysts don't have
I work inside AI. I write about what it means for your money.
By day, I'm a product marketing manager at John Snow Labs and Pacific.ai — in the room where enterprise AI gets built and deployed. That's an unfair advantage most market analysts don't have.
Ten years building from nothing: 6-figure SMMA revenue, a wealth management client taken from startup to seven-figure revenue, dozens of AI tools launched in the pre-GPT era, and a compliance platform brought to market while the product was still being built. My corporate POC-to-production rate is 75% — against a 30–40% industry average. None of it came from a playbook.
The analysis works the same way. No recycled takes. Structured thinking on markets, AI, and what the numbers actually mean.
Current Role
PMM at John Snow Labs & Pacific.ai
Education
IEMBA, University of St. Gallen (HSG)
Exec Education
UC Berkeley · UC Irvine · Tsinghua · SMU Singapore
Track Record
$500K+ consultancy revenue from zero
75%
POC-to-production rate — vs. 30–40% industry average
Featured Series
The Michael Burry Files
Five-part deep dive into the most contrarian investor of our generation — and what his moves signal for the market right now.
The Man Who KnewHousing Crisis
Twenty years after his first impossible prediction, Dr. Michael Burry placed his final public bet — and walked away.
The GameStop Short Squeeze
How Dr. Michael Burry designed the GameStop squeeze 18 months before Reddit. Then walked away.
The AI Bubble
Michael Burry bet against AI: $9.2M on Palantir, ~$10M on Nvidia. Here's the full breakdown.
A Masterclass in Corporate Governance
The GameStop Letters — what we didn't know until November 27, 2025.
Michael Burry Doesn't Do InterviewsThe Full Interview
The rarest thing in finance: Michael Burry on record. A full breakdown of what he said, and what it means.
Latest Analysis
What I'm writing about
Mar 24, 2026
Generative AI Data Privacy Issue
How AI systems expose, memorize, and mishandle your data — and what privacy-first solutions actually look like
Mar 8, 2026
He Got Fired by OpenAI. Then Turned $225M into $5.5B in 12 Months.
Some people get lucky once. Leopold Aschenbrenner looks like someone who engineered luck.
Feb 15, 2026
The AI Paradox: When “Doing More” Meets “Something Big”
This week, two viral articles describing opposite AI problems caught my attention.
Feb 9, 2026
Molina Healthcare's 30% Plunge: Burry's Bet in the Storm of Uncertainty
Michael Burry vs. the Market: Who Wins This Time?
Feb 8, 2026
The SaaS Meltdown: AI Agents (OpenClaw) Storming the Castle
From Steady Growth to Sudden Repricing. AI’s Attack on SaaS
Jan 24, 2026
Consciousness Is Fragile, Robots Are Coming, and Davos Still Doesn't Get It
Elon Musk made his first-ever surprise appearance at the World Economic Forum in Davos on January 22, 2026, joining BlackRock CEO Larry Fink for a candid ~30-mi
Get in touch
Let's work together
Open to consulting engagements in AI strategy, go-to-market, and market analysis. Based in Zurich — available globally.
AI Strategy & GTM
Product marketing and positioning for AI companies
Investment Research
Deep-dive analysis on AI companies and market trends
Advisory
Fractional CMO or strategic advisor for early-stage AI startups