INSIGHTS / THINKING IN PUBLIC

Ideas for the work behind the numbers

In complex change, I look for the next answer a business can actually use.

LATEST NOTES / 05

Insights: The thinking behind better business

Finance, management, capital, industry, and cross-border questions—written from the operating side of the table.

CROSS-BORDER FINANCE

For cross-border SaaS, the accounting challenge is the system—not the standard.

Multi-currency billing, usage-based revenue, cloud cost, and regional entities only become manageable when the data model and controls are designed together.

CROSS-BORDER TAX

For cross-border service charges, the hard part is proving who benefits.

A defensible service-fee model starts with substance, evidence, and a payment chain—not with a convenient allocation percentage.

CAPITAL / GLOBAL EXPANSION

When expansion and an IPO coexist, the cap table must answer who controls, creates, and exits.

A global holding-company design should begin with control, value creation, tax, data, and exit—not with a preferred registration address.

INDUSTRY RESEARCH

In programmatic advertising, the profit pool is efficiency—not traffic.

When I assess advertising technology, I follow how value moves across traffic, technology, and budgets—and who can turn efficiency into durable margin.

AI × FINANCE

AI is not a tool. It is a new operating system for work.

The real productivity gap is not prompt fluency. It is the ability to redesign tasks, knowledge, review, and collaboration.