AI capability is compounding. The effects are asymmetric.

For investors: Many B2B portfolios are sitting on margin compression risk that hasn't hit the P&L yet. I run forward-looking AI disruption assessments that surface where value is leaking—before your LPs start asking questions.

For R&D-heavy organisations: Tens of billions in European funding is locked in multi-year structures while technology accelerates on monthly cycles. That gap is arbitrage—if you see it.

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Two ways to work together:

→ Portfolio AI Risk Assessment — Bespoke engagement for PE/VC/corporate boards
→ The Arbitrage Clock — Weekly intelligence