Analysis from the Edge
Thirty years in technology. Now watching the industry from Scotland's Atlantic coast, where the perspective is longer and the noise is quieter.
Silicon and Stone combines deep technology industry experience with the clarity that comes from distance—geographic, temporal, and intellectual.
“The edge is where you see what the center misses”
Why the Edge?
There's a reason the most interesting analysis often comes from outside the major technology centers. Silicon Valley, London, Beijing—these places generate enormous amounts of information, but they also generate enormous amounts of noise. Consensus forms quickly. Dissent gets drowned out. Everyone reads the same takes from the same sources.
From Scotland's Atlantic coast, the signal-to-noise ratio is different. The hype cycles are visible but distant. The long-term patterns become clearer when you're not caught up in the daily churn. And there's time to actually read the regulations, trace the supply chains, and think through the second-order effects.
The edge isn't about being contrarian for its own sake. It's about having the space to see what the center is too busy to notice.
The Long View: 30 Years of Perspective
Technology moves fast, but patterns repeat. Three decades of watching the industry provides calibration that no amount of real-time data can replace.
The First Wave
Enterprise software and the client-server revolution. Watched companies bet everything on technologies that no longer exist.
The Internet Transition
Web platforms, open source disruption, and the first wave of tech regulation debates. Saw how quickly "impossible" became "inevitable."
Cloud & Mobile
The shift to hyperscale infrastructure and mobile-first. Witnessed the emergence of platform power and the seeds of today's regulatory responses.
AI & Fragmentation
The current moment: AI acceleration, supply chain reckoning, and the fracturing of the global technology order.
Analytical Principles
Follow the Silicon
Start with physical reality. Where do materials come from? How do factories actually work? What can't be moved or replaced?
Read the Regulations
Not summaries. Not commentary. The actual text. Then trace how it interacts with other regulations across jurisdictions.
Question the Consensus
When everyone agrees on a narrative, ask who benefits. The most valuable analysis often starts where the groupthink ends.
Acknowledge Uncertainty
Some things are knowable, some aren't. False confidence is more dangerous than admitted uncertainty.
Current Focus Areas
AI Regulation
The EU AI Act, US executive orders, and the emerging global patchwork. What it means for organizations deploying AI systems.
Semiconductor Supply Chains
Chokepoints, reshoring efforts, and the geographic concentration of critical manufacturing capacity.
Digital Sovereignty
The Atlantic drift between US and EU approaches, and what it means for organizations operating in both spheres.
Practical Tools
Our analysis is also available as actionable digital products — compliance toolkits, audit checklists, and sector briefings.
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