
I'm curious about the hidden bottlenecks that hold back progress, and the prosperity that's unlocked when they're removed
ABOUT




Every market, every value chain, every organization has a small number of hidden constraints that quietly govern what's possible. Most go unnoticed. When you find them and loosen the right ones, more progress flows than anyone expected.
That's the question I keep coming back to: what's the system, and where are the bottlenecks?
The approach grows out of research I developed with Clayton Christensen at Harvard Business School, combining predictive models of disruption with quantitative analysis of market structure.
Today I'm Chief Technologist at Ducera, an investment bank that has advised on more than $850 billion in transactions. I'm also CTO and Partner at WR Hambrecht + Co, whose venture capital legacy includes early financings in Apple, Amazon, Google and Nvidia. At Growth Science Ventures, my team manages corporate venture capital funds for two S&P 500 companies and leads primary research on value chain dynamics and disruption.
Earlier, at Intel, I helped pioneer the use of quantitative pattern recognition to guide corporate innovation and helped launch a high-performance computing business that was later acquired.
I've lived in Australia, Bolivia, Honduras, India, Indonesia, Nepal, New Zealand and Panama, plus six US states. Every place has taught me something new about how progress actually works.
SPEAKING
The toughest problems in business often feel unique. Data usually says otherwise






