// About Me (background + experience + lecture) + Innovation Activism pages // ── Inline documents for one experience (firm). Lazy: only fetches when the // section is expanded. Mirrors the Investments doc-embed pattern, keyed by the // employer (warburg | valueact | reinvent | finchbay). const ExperienceDocs = ({ employer, accent }) => { const isMobile = useIsMobile(); const [docs, setDocs] = React.useState(null); const [err, setErr] = React.useState(''); React.useEffect(() => { let cancelled = false; const client = window._supabaseClient; if (!client) { setDocs([]); return; } (async () => { const { data, error } = await client .from('experience_documents') .select('name, url, doc_type, sort_order') .eq('employer', employer) .order('sort_order', { ascending: true }); if (cancelled) return; if (error) { setErr(error.message || 'Could not load documents'); setDocs([]); } else setDocs(data || []); })(); return () => { cancelled = true; }; }, [employer]); if (docs === null) { return
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{String(i + 1).padStart(2, '0')} {d.name} OPEN ↗
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{[ ['01', 'Activism is on the same arc PE walked twenty years ago.', 'In the early 2000s, private equity differentiated on capital. By 2015, capital was a commodity and the winning firms were the ones with sector specialists, operating partners, and proprietary playbooks for value creation. Public-markets activism is in the early phase of the same shift — the next decade of returns will go to investors who bring real domain expertise, not louder letters.'], ['02', 'Constructive beats confrontational on a long-enough horizon.', 'The headline-grabbing proxy fights win the news cycle and lose the engagement. The activists generating the best risk-adjusted returns over the last decade have been the ones management invited in — usually because the work was already done before the first letter went out.'], ['03', 'The board is the leverage point, not the strategy.', 'CEOs follow the constraints set by their boards. Modernizing the boardroom — composition, committee structure, time allocation — is the highest-ROI activist move available, and the one most under-utilized by the industry.'], ['04', 'Patient capital is the rarest input in public markets.', 'A multi-year capex commitment is intellectually obvious and structurally near-impossible. The activist who can credibly hold for the cycle, and shield management from the quarterly print, has a structural edge that capital alone cannot replicate.'], ['05', 'AI changes who can play the activist role.', 'The next generation of constructive activists will be people who have shipped product, run an AI-native P&L, or sat on the operating side of the transition. The traditional financier-only profile will struggle to add value to the conversations that matter.'], ].map(([n,t,d]) => (
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{/* ON X */}
); }; // Standalone component so the effect runs once on mount and loads cleanly. // Falls back to a direct profile link if X blocks embeds in the visitor's region. const AboutXFeed = () => { const ref = React.useRef(null); const timerRef = React.useRef(null); const [failed, setFailed] = React.useState(false); React.useEffect(() => { const container = ref.current; if (!container) return; container.innerHTML = ''; const a = document.createElement('a'); a.className = 'twitter-timeline'; a.setAttribute('data-height', '600'); a.setAttribute('data-theme', 'light'); a.setAttribute('data-chrome', 'noheader nofooter noborders transparent'); a.href = 'https://twitter.com/DUrdaneta'; a.textContent = 'Posts by DUrdaneta'; container.appendChild(a); timerRef.current = setTimeout(() => { if (container && !container.querySelector('iframe')) setFailed(true); }, 7000); const doLoad = () => { if (window.twttr && window.twttr.widgets) window.twttr.widgets.load(container); }; if (window.twttr && window.twttr.widgets) { doLoad(); } else if (!document.getElementById('x-widgets-js')) { const s = document.createElement('script'); s.id = 'x-widgets-js'; s.src = 'https://platform.x.com/widgets.js'; s.async = true; s.charset = 'utf-8'; s.onload = doLoad; document.body.appendChild(s); } else { document.getElementById('x-widgets-js').addEventListener('load', doLoad, { once: true }); } return () => { clearTimeout(timerRef.current); if (container) container.innerHTML = ''; }; }, []); return (
{failed && (
X embed unavailable in your region.
@DURDANETA ON X ↗
)}
); }; const Thesis = () => (
INNOVATION ACTIVISM

Innovation activism — constructive ownership for the technology transition.

Innovation activism is how I describe my forward-looking work: partnering with the management teams of technology and tech-adjacent companies to make the long-term decisions the AI transition demands — as an aligned owner, not a consultant. AI is forcing every incumbent into a strategic decision they aren't structured to make. Three structural reasons patient, aligned ownership is enough to help:

{[ ['01', 'Being a CEO is lonely.', 'The seat at the top of a public company has very few honest interlocutors. Every consultant has a fee meter. Every banker has a deal in mind. Every direct report has a career to manage. A patient, aligned owner — one who has done the primary work and isn\'t selling anything — is the rarest voice in that room. Used well, the seat is the highest-leverage governance asset a company has.'], ['02', 'Information flows in large organizations are imperfect.', 'Bad news travels up the org slowly and politely. By the time a problem reaches the board, it has been re-framed three times — once by the line manager, once by the function head, once by the CFO\'s deck. An outside owner with primary research, customer access, and no career risk can see what the org is too polite to say. The activist\'s real job is often translation, not confrontation.'], ['03', 'Public-market structure punishes long-term decisions.', 'Quarterly earnings cycles, sell-side consensus models, and peer-index TSR comp all push management toward the print four months from now. The right AI investment is rarely the one that pays back inside that window. Capital that can credibly commit to the cycle — and tell the market to look past the print — is the rarest asset in public markets, and the most valuable to a CEO who needs cover to do something hard.'], ].map(([n,t,d]) => (
{n}
{t}
{d}
))}
{[ ['Cost of inaction is asymmetric', 'A wrong AI bet is a five-year drag. A missed AI bet is terminal. Boards are pricing the first risk and ignoring the second — because they have never had to plan for terminal risk before in their tenure.'], ['Comp is mis-aligned for the moment', 'Most incumbent CEOs are paid on TSR vs. peer index. That metric punishes the multi-year capex bet that gets the company through the transition. Re-basing comp is the cheapest, highest-leverage governance move available.'], ['Boards built for the last decade', 'Most public-company boards have zero directors who have shipped an AI-native product or run an AI-led P&L. That is the single most fixable issue, and it is rarely on the proxy.'], ['Capex framing is wrong', 'AI capex is being modeled like 2014 cloud capex. It is closer to 1995 fiber capex — the asset is the network, the data, and the workflow lock-in, not the hardware. The companies that frame it correctly will out-spend the ones that don\'t, and out-earn them inside a decade.'], ].map(([t, d]) => (
{t}
{d}
))}
); window.About = About; window.Thesis = Thesis;