Field notes
Short arguments about evidence, choice, and the capital logic underneath them. Each is paired with a painting. Dated notes carry the date of the source post recorded in the publication log.
A chronological reading list
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The largest market is often the wrong first market
Compare the reason to change, access to the buying system, validation burden, and the position a first application can create.
Pieter Bruegel the Elder · Landschap met de val van Icarus -
Interest is not evidence
A useful account of market interest records who acted, what they contributed, and which commitment became possible.
Rembrandt Harmenszoon van Rijn · De Staalmeesters -
named,
not reproducedTranslation is part of the decision system
The same technical result must answer different questions for engineering, operations, purchasing, and management.
René Magritte · La trahison des images · in copyright, named only -
Ten plausible markets, and still no market strategy
Exploration is not priority. A portfolio becomes a strategy when some plausible options lose the right to current resources.
Annibale Carracci · Ercole al bivio -
Before running a test, name the decision it can change
A short sequence for connecting a test to an uncertainty, a threshold, and an agreed consequence.
Joseph Wright of Derby · The Alchymist, in Search of the Philosopher's Stone, Discovers Phosphorus -
VC logic and PE logic
Two capital logics evaluate the same landscape; judged against the wrong one, good projects get misread in both directions.
Johannes Vermeer · De geograaf -
I hunt for the next proof
The same technical-commercial problem, read three ways: the commercial view, the technical view, and the model view.
Claude Lorrain · Port de mer avec l'embarquement de la reine de Saba
Longer pieces & market notes
- Essay
How industrial teams choose the next application for a proven technology. Four tests and four actions for comparing adjacent markets. - Market note
Data centers & AI compute. The precision ladder and the FP64 gap, watts and heat, depreciation and utilization. - Market note
Metallurgy. A public-source record of research, methods, and publications.
Reproduced paintings are public domain. See image sources and provenance.