AI and work

The October sell-off in technology shares, the debate over AI spending, and the difference between a correction and a rerating.

AI agents now form an impression of a professional before any meeting is booked. What they read, and what is within your control.

How a principal's information life changes when an AI agent does the first read, and where the human judgment has to stay.

The series' turn, and how the governance practice described in these essays became something other families can run.

Why the AI build-out is a real-asset story as much as a software one, and why that matters for patient capital.

How a family below the traditional family-office threshold builds the same institutional discipline anyway.

Why the governance layer comes before the reporting tools when a family stands up its office, and what that means in the age of AI.

Why family offices express the AI build-out almost entirely through equities while the materials that physically run it sit at a sliver of the average portfolio.

Why decades in technology do not make a capable AI operator by default, what reskilling looks like for a principal, and the structural advantage a virtual family office has not yet used.