Writing

Thoughts on AI hardware, semiconductor development, technical leadership, and building exceptional organizations at the frontier of innovation.

Coming Soon•8 min read

Why Transformers Need Custom Silicon: The Case for Specialized AI Hardware

Exploring the limitations of GPUs for transformer inference, the architecture decisions that matter for LLM performance, and the economics of specialized vs. general-purpose compute.

Coming Soon•10 min read

From Strategy to Silicon: What I Learned Taking a Non-Traditional Path to Chip Development

How consulting and finance experience translates to hardware leadership, the importance of strategic thinking in semiconductor operations, and building businesses vs. building products.

Coming Soon•12 min read

Managing Complexity: Lessons from Coordinating Multi-Year ASIC Development Programs

Timeline planning and milestone definition, cross-functional coordination across hardware and software teams, and vendor management and ecosystem partnerships.

Coming Soon•9 min read

Hiring for Hardware Startups: Building Technical Teams in a Competitive Market

Attracting top talent to early-stage semiconductor companies, interview frameworks for specialized engineering roles, and scaling culture while maintaining technical excellence.

Coming Soon•11 min read

The Memory Wall in AI Inference: Why Bandwidth and Capacity Matter More Than FLOPs

HBM controllers and memory hierarchy optimization, KV-cache architecture for transformer models, and real-world performance bottlenecks in LLM serving.

Coming Soon•10 min read

Operating at the Frontier: What Makes Elite Technical Organizations Different

Lessons from McKinsey, Citadel, and Etched. Balancing speed and rigor in high-stakes environments, and building operational discipline in hardware development.