The right to be wrong
Earth Observation is always a model, sold as a measurement. It cannot become infrastructure until it is allowed to be wrong, and that permission is conferred from outside the vendor, never bought.
Rebel Strategy Lab · 60.169° N, 24.935° E · est. 2025
A climate-tech company rarely fails at one thing. It fails at the seam between the science, the business, and the people, and the seam is the part no one owns. A company that holds together has to keep three things true at once: the science honest, the business viable, the people able to decide. They pull against each other, so the company quietly trades one for another. I find where that's happening, then work the coherent set of moves that closes the seam, across the science, the company, and the capital, because the problem never sits in just one.
The writing below is where you can watch the method work.
Earth Observation is always a model, sold as a measurement. It cannot become infrastructure until it is allowed to be wrong, and that permission is conferred from outside the vendor, never bought.
§ How I work
You stay in charge of your company; I'm in it alongside you, every step, until the moves are made and they hold. Done-for-you leaves you a solved problem and no capability. Done alongside leaves you owning the change and able to do it again.
That's the difference between a company that's been fixed and one that can hold itself together.
§ If you write the checks
The process you operate inside is, structurally, one of the forces breaking the companies you back. It rewards a return on a timeline that makes a company trade its science, its mission, or its people for the number, then files the wreckage under "market conditions". The seam is where that trade gets made, and it's the layer no one prices. That's the one I read.
The way of seeing started before ICEYE, in atmospheric physics: you spend your career on the gap between a clean model and the system it's meant to describe, and the gap is always structural. I've been reading that gap ever since, first in the atmosphere, then in companies. ICEYE is where it became commercial: the glue between the SAR physicists and a €20M climate-adaptation market that had never read a radar image. I hated that the glue work gets no notice. I loved that it's where the dots connect into a path forward. I've held the seam inside a company at scale, and seen what happens when it's left to no one.
I live near water. I cook from what's in the fridge. The recipe is rarely the point.
If your company is coming apart at a seam you can't name, or you're about to back one that is, write to me. We'll find it together.