Field Notes
Market notes, investment theses, and operator perspectives on legal technology, enterprise data intelligence, information governance, AI infrastructure, cybersecurity, workflow automation, and intelligent systems.
Research architecture
Pieces are dated across the last 120 days where the market cycle supports it, with current notes around legal AI risk, AI infrastructure, and data center pressure.
Why legal remains one of the clearest windows into what enterprise AI must become.
Infrastructure NoteWhy data centers, power, cooling, compute, and deployment constraints matter to AI-native software.
Market NoteIn regulated markets, trust is not a feature. It is the product surface.
Thesis BriefAI adoption is becoming a data intelligence problem before it is a model problem.
Thesis BriefPrivate data layers, retrieval, evaluation, monitoring, orchestration, and auditability are becoming core infrastructure.
Investment LensA thesis around proceedings, transcripts, exhibits, testimony, and AI-enabled legal work product.
Operator NoteWhy legal creates an unusually strong entry point into broader enterprise transformation.
Operator NoteWhy category leaders will understand the work, not just the model.
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