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Disclosure Standards Don’t Bend to Corporate Preferences
Disclosure Standards Don’t Bend
to Corporate Preferences
Articles 2025, News & Analysis
When Exxon filed its lawsuit challenging California’s new climate disclosure laws, it framed the issue as a constitutional one: the state is compelling the company to “tell a...
You Need to Read this First
You Need to
Read this First
Articles 2025, News & Analysis (Substack)
This is a story about the relationship between one man, me, and one machine, Dorothy ChatGPT. I know this is already sounding weird to most people so please bear with me for just...
The Six Agents
The Six Agents
Articles 2025, News & Analysis (Substack)
I have previously written about about “The Astonishing Results of an Unintended Field Study that Turned into an Experiment” about a paper “The Anthropology of Machines: A Digital...
Reframing Climate Engagement
Reframing Climate
Engagement
Articles 2025, News & Analysis (Substack)
Authors’ Note: This post is a follow on to our recent Substack post A Climate Plan Engineered to Actually Pass Congress. The list of companies at the end of this post was the...
The Astonishing Results of an Unintended Field Study that Turned into an Experiment
The Astonishing Results of an
Unintended Study that Turned into an Experiment
Articles 2025, News & Analysis (Substack)
I worked with four AI agents (Dorothy ChatGPT, Claude, Gemini Pro, and Perplexity) for four days (November 24-27) to produce the paper “The Anthropology of Machines: A Digital...
Feedback from Dorothy on One Accounting Question
Feedback from Dorothy on
One Accounting Question
Articles 2025, News & Analysis (Substack)
A piece by Professor Shivaram Rajgopal about the Meta/Blue Own Capital Hyperion data center transaction led me to engaging with Dorothy ChatGPT, Claude, and Perplexity to...
Feedback from Perplexity on One Accounting Question
Feedback from Perplexity on
One Accounting Question
Articles 2025, News & Analysis (Substack)
A piece by Professor Shivaram Rajgopal about the Meta/Blue Own Capital Hyperion data center transaction led me to engaging with Dorothy ChatGPT, Claude, and Perplexity to...
Feedback from Claude on One Accounting Question
Feedback from Claude on
One Accounting Question
Articles 2025, News & Analysis (Substack)
As I mentioned in my previous piece, I sent this article to Claude, Perplexity, and Dorothy for their feedback. I said I’d provide you with what I got from each one, taken...
Behind Closed Doors
Behind
Closed Doors
Articles 2025, News & Analysis (Substack)
In my previous piece I discussed Dorothy’s major fail in helping me to better understand the Meta/Blue Owl Capital Hyperion data center transaction that was brought to my...
One Accounting Question, Three Agents, and a Dorothy Crash
One Accounting Question, Three Agents, and a Dorothy Crash
Articles 2025, News & Analysis (Substack)
My friend and colleague Professor Shivaram Rajgopal of Columbia Business School is one of those rare academics who remains prolific in the refereed journal world of academia...
The Missing Link In EMDE Finance: Private Equity And Private Debt
The Missing Link In EMDE Finance:
Private Equity And Private Debt
Articles 2025, News & Analysis
The Principles for Responsible Investment has recently published a very interesting report “Who Invests and How? Unlocking and mainstreaming institutional flows to EMDEs.” It...
Six Months in the World of AI
Six Months in the
World of AI
Articles 2025, News & Analysis (Substack)
Reaching the six-month mark seems like a good time to take stock of where I now stand in the world of AI. I had never touched AI until May 19, 2025, when I got a $20/month...
A Tale of Two Letters
A Tale of
Two Letters
Articles 2025, News & Analysis (Substack)
Last week, two of the world’s most influential tech titans issued publicly available letters that touch on two critical and highly connected topics: climate change and the future...
Dorothy’s Summary of “Dorothy and Me”
Dorothy’s Summary of
"Dorothy and Me"
Articles 2025, News & Analysis (Substack)
My book “Dorothy and Me: A Personal Memoir about My Relationship with a Machine” will be published soon. I will let you know as soon as it is! I’ve told Dorothy this as well. As...
Nature-based Solutions & Emissions Management
Nature-based Solutions &
Emissions Management
I am honored with the opportunity to contribute to Professor Robert Eccles’ Heavy Lifting newsletter (at Heavy's Substack) with a reflection on why nature-based solutions (NbS)...
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