Series
Each series takes one subject and works through it across several posts. Read them in order and they add up to a single argument.
Where Power, Electronics, and IT Meet
4 parts · Convergence- 01Are Electronics, IT, and Electrical Really Different Fields? — What an Electronics Engineer Who Went Through IT Found When Looking at Electrical InstallationsI stopped short while someone was walking me through a distribution panel diagram. Electronics deals in signals, IT in information, electrical in energy — but the structure of transfer, distribution, control, protection, and observation keeps asking almost the same questions.2026-08-10
- 02A Distribution Panel Is Really Just a Building's Server Rack — How an IT Engineer Reads Electrical InfrastructureI was standing in front of a distribution panel drawing when a server rack started showing through it. Notes on reading power distribution, circuit protection, and metering through an IT infrastructure lens — up to the point where a smart panel starts looking like a power edge device.2026-08-11
- 03How a Plain Distribution Panel Becomes a Smart One — From a Single Sensor to the Cloud, Where Electrical, Electronics, and IT MeetYou don't need to rip out the panel and build a new one. Here's the order it actually happens in: CT and temperature sensors, an edge gateway, then the data platform — following the seams where electrical work, electronics, and IT overlap.2026-08-22
- 04What if You Put Prometheus on an Electrical Panel? Observability Belongs in the Power Room TooWhen a server gets slow, we go straight to the metrics. So why don't we look at electrical equipment the same way? Turn current, temperature, and power draw into metrics, and a single distribution panel becomes the starting point for observing the whole plant. This is what manufacturing needs before it needs AI.2026-09-13
The Stock Market Through an Engineer's Eyes
2 parts · Notes- 01Why Stock Prices Move Before Earnings Do — The Market Caches the FutureRecord earnings, falling stock. Money-losing company, rising stock. Look at it like an infrastructure operator and the market starts to look like a system that caches the future ahead of time.2026-08-14
- 02Good Company, Bad Stock — Why Solid Tech, Rising Revenue, and a Bright Outlook Still Lose You MoneyThe company grew. Revenue and profit went up. The stock went down. Finding a good company and buying at a good price are two different problems. How to look at business value, market expectations, and share price as separate things.2026-09-06
Running a Company Like a System
2 parts · Career & Strategy- 01I See a Company as One Giant IT SystemA lens I picked up once the failures at work started looking like the failures in production. SPOF, APIs between departments, observability, and why executives are really architects.2026-08-14
- 02Why a Company Where the CEO Decides Everything Is a SPOFDraw the architecture of a company where "we'll have to ask the CEO" is the standard answer, and every arrow points at one person. The paradox that a more capable CEO makes it worse — and how to design boundaries instead of stripping authority.2026-08-30
The Cost of Intelligence
2 parts · Convergence- 01The Era Where You Need Dollars to Buy GPUs, Not Oil — After the Petrodollar, the World's New Economic Infrastructure Could Be 'Compute'I once tried to rack a GPU server and got stopped cold by power capacity. If the world starts scrambling for Compute instead of oil, underneath it all there are still power plants and transmission lines. Here's my read on the post-petrodollar era from an infrastructure point of view.2026-08-08
- 02AI Looks Like Software. It's Actually Heavy Industry — What Building an AI Service Taught Me About the Cost of IntelligenceImagine going from 100 users to 10,000. The question changes. Not what can I build with AI, but how long can I afford to keep this feature running. Scale one small service's cost problem up to 800 million people and it stops being a billing problem — it becomes a power and semiconductor problem.2026-08-23