The Land of 10,000 Bans: Why Minnesota’s Prediction Market Fight Is Your Future
The Biggest Markets Often Start as Regulatory Fights
Regulation As Alpha: Life in a Pre-Seed Venture Capital Firm
Managing Partner, Síol VC. I invest in founders building in regulated markets before policy settles — when risk is mispriced and competition is limited. 25+ years in government relations became one thesis: regulation isn't a risk. It's alpha.
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Latest posts
Trump’s China Trip Wasn’t About Trade. It Was About the Future Industrial Stack
Industrial Policy Is No Longer About Factories. It’s About Physical AI.
Regulation Is Alpha: Why the Best Venture Returns Hide in Regulatory Friction
The Institutional Case for Regulation as Alpha
Defense Tech: Crowded Trade or Generational Alpha?
Defense Tech Isn’t the Trade.
DC’s New AV Bill
A Masterclass in Policy-Market Fit and ‘Regulation as Alpha’
Fusion Didn’t Get Regulatory Clarity. It Got a Starting Gun.
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Mobile Voting Didn’t Fail. It Never Reached Policy-Market Fit
This is the fourth in a series of posts examining the concept of “Policy Market Fit”
Policy-Market Fit
The Missing Framework Behind Rideshare, Telehealth, and the Next Wave of Regulated Innovation
COVID Wasn’t Telehealth’s Shining Moment.
It Was What Came After Where It Won
Ride Share Wasn’t a Tech Revolution.
It Was a Regulatory Repricing Event.