konstantin.ai // session active
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Field notes from rewiring my company for AI.

CEO of Blockdaemon, the trust layer for institutional finance. Writing publicly about what it actually takes to make a real company AI-first — the architecture, the org changes, what works, what doesn't.

Also: I advise a small number of AI founders on enterprise sales and investor management. See how →

Writing

What AI founders get wrong when they sell to enterprises
Great product, bad plan for how big companies buy. Six predictable mistakes — wrong buyer, compliance as an afterthought, pilots with no end date — and what to do instead, from selling into banks and exchanges.
The labs are slowing down. We should talk about what speeds up.
The frontier labs just told the market that capability has outrun verification — the problem regulated finance has been organized around for a century. Why the binding constraint on AI adoption in finance is governance, not capability, and what the trust layer underneath it looks like.
How Blockdaemon Is Rewiring the Company for AI
How our operating system now looks. Intelligence as infrastructure, not a novelty layer — why we co-developed konstant.cloud as a coordination layer, why memory beats prompts, and why the internal rewiring and Blockdaemon AI are the same story told at two levels.
Most AI Apps Are Just Workflow Taxes
Why the next enterprise winners will remove broken workflows instead of monetizing them. The difference between an operating layer and an expensive convenience overlay.
If AI has not changed the workflow, it has changed nothing
Most AI programs don't transform the business — they decorate dysfunction. A workflow-first model for where AI rewiring actually has to start: the work, not the model.
Business process re-engineering took 180 days. AI can rewire a company in 30.
The original reengineering instinct was right. The cycle time was fatal. AI changes that — but only if the company makes its work legible. A 30-day model for AI-enabled business process rewiring.
REWIRE: don't automate the mess
A six-step framework for making a real company AI-first. Most enterprise AI is theater layered on fragmented systems. The fix isn't another tool — it's redesigning the company first.
One throat to choke
What institutional buyers really want — and why the question that wins enterprise deals is the same question an AI system needs answered: who owns the outcome, what changed, what is at risk. The institutional test and the machine-readability test are the same test.
What 239% user growth actually means
Inside Blockdaemon's AI adoption curve. The numbers behind a real enterprise transformation — what drove the inflection, what stalled, and why the metrics most companies report are the wrong ones.
All writing on Substack →

Advising

I work with a small number of AI founders at a time, mostly selling into regulated enterprises. I've sold complex on-prem encryption software to JPMorgan, Goldman Sachs and Citi, and infrastructure to DTCC, NYSE and LSEG. I've raised money, sat through the hard board meetings, and cleaned up cap tables that got messy.

Enterprise go-to-market
From good demo to signed contract with a buyer that has a security team and a procurement process. Who to sell to, how to run the pilot, what to say when legal shows up in month four.
Investor management
How to update investors, what to do when they disagree with each other, and how to keep a board useful.
Cap table and financing decisions
Structure, terms, and what a round does to you two rounds from now. I'm not your lawyer. I'll help you decide what to ask yours.

Formats: a paid working session, an ongoing advisor relationship, or, rarely, a board seat.

Not a fit: fundraising mechanics, hiring, or anyone competing with Blockdaemon or konstant.cloud.

Tell me what you're building →

About

I'm the CEO of Blockdaemon. We build the trust layer for institutional finance — the cryptographic infrastructure that lets institutions prove what happened: who acted, under which policy, with whose keys. Staking, custody, the critical plumbing — and now the control plane that brings the same verifiability to AI agents acting against real money.

Since early 2025, the company's central project has been becoming AI-first. Not chatbots and copilots layered on top. The harder thing: redesigning how the business actually operates so AI can do useful work inside it. I write about that work as it happens — the architecture, the org changes, the metrics, what worked, what didn't.

I also angel invest in early-stage AI, mostly around infrastructure, agents, and enterprise operations, and I advise a few founders on enterprise sales and investor management.