The Outsider's Notebook
Essays on building companies, raising capital, and commercializing technology in markets that demand evidence. New pieces land here and on LinkedIn on a weekly cadence.
The hardest customer for AI is not the skeptic. It is the professional who is not allowed to believe you. What commercializing AI in medicine taught me about selling it anywhere, and the four questions every board should ask an AI proposal this week.
Read the essayWhy a dataset is not a moat, why a thin layer over someone else's model gets eaten, and what defensibility actually looks like in medical AI.
There is no single procedure room. Three clinical worlds, three definitions of better, and the discipline that survives contact with all of them.
Spotting a market is the romantic half. The engine that captures it is where companies are actually won or lost.
The predicate you pick decides your reimbursement inheritance. The first commercial decision a MedTech company makes is buried in its 510(k) paperwork.
The most heavily endorsed tool in interventional cardiology is used in a minority of the cases where guidelines say it belongs. What that gap teaches about how innovation actually works.
Every AI market is quietly becoming a clinical market. Three lessons from medicine and four questions for any board.
I write regularly on the VerAvanti Insights page. The clinical and product pieces live there, where they belong. These are the business-strategy essays, the ones about how durable companies get built in any regulated market.
Regulatory milestones are permission to compete, not a strategy for winning.
The unglamorous work that happens long before the first investor meeting.
Nobody pays for technology. They pay for a covered outcome.
Enterprise value compounds step by step, and skipping steps is how companies fall.
Why restraint, sequencing, and evidence beat speed in regulated markets.
The pattern I watch for before committing capital to any industry.
The hardest board conversation, and how to have it with evidence instead of emotion.
The investment logic behind my move into medical devices.
More essays are on the way, drawn from the same notebook as my forthcoming book, An Outsider's Playbook. If you want them as they publish, follow along on LinkedIn.