Zach Alvarez  /  Senior Technical Commercial Operator  /  Portfolio v2
San José · CA  ·  May 2026
Selected Work · 2024 — 2026

Seven projects.
Two shipped, two killed,
one engine underneath.

I design AI systems against the friction points of real operations, informed by 24 years across sales, technical sales, and field application engineering, from C-suite to field installer, from five-figure deals to seven. I'm not a trained engineer or programmer. That's not the gap it looks like; it's the angle that produced the work below. The portfolio includes a 74-module measurement engine with 43 USPTO provisional filings, a live consumer reference app, a cross-domain falsification that closed on null, a commercialization attempt killed ten days after a major platform commoditized its market, and an active California advisory practice in pre-launch where AI is auditable production infrastructure backed by a $1M Professional Liability policy.

43+~100
USPTO Provisionals Filed / Drafted
22K LOC
JS / 74-Module Engine, v8.32
2/2
Projects Killed Cleanly on Their Own Bar
$1M
Pro Liability Backing Production AI Work
§ 01 · Thesis

I build primitives, not products.
And I instrument them so I can kill them.

Most AI-augmented builders ship features. A smaller number ship products. Almost nobody ships primitives — measurement substrates, attestation interfaces, open standards underneath licensable implementations — and then tests whether those primitives transfer across domains. That's the work I do, and the portfolio is structured around one such primitive (an individual-baseline measurement engine) and the five projects that build on, extract from, or commercialize it.

The other thing the portfolio is structured around is falsifiability. Each project entry declares a bar. Several entries describe the project clearing it; two describe the project failing to clear it and being closed. Commercially credible is not the same as commercially viable. Architecturally sound is not the same as competitively defensible. I learned to tell the difference by shipping things that were one but not the other. The closures are not failures buried at the bottom of the page; they're featured, because a portfolio that only shows wins isn't evidence of judgment, it's evidence of selection.

I'm not a trained engineer or a trained programmer. The discipline of AI architecture is roughly twelve months old. Nobody has been trained correctly. Autodidacts working from operational reality have an advantage that won't last forever. It lasts now.

24 years across sales, technical sales, and field application engineering. At every level from C-suite to field installer, across deal sizes from five figures to seven. This built the cognitive substrate the AI work draws from: pattern recognition across modalities, liability instinct, cross-system reasoning, and the practiced habit of operating in the gap between what a customer says and what's actually wrong. A millennial who grew up across the analog-to-digital seam, watching AI generate in real time against a real world I'd lived in. Those operating years are not background to the AI work. They are the engine of it.

Operated inside multinationals headquartered in the US, China, Austria, Israel, and Korea. Five distinct sets of norms around risk, hierarchy, contract precision, and how engineering relates to sales. Pattern recognition that doesn't generalize across those five isn't pattern recognition; it's parochialism.

Worked at Tigo Energy through the company's IPO preparation period. Present in executive decision-making meetings during the run-up, departed just before the public listing. The instinct to see second- and third-order ramifications wasn't taught in a classroom; it was assembled in real time while watching the legal, compliance, and liability apparatus get built around an operating business. That instinct is what produces the "what I did not do" sections in the project entries below.

One more thing the portfolio shows that's worth naming. PIE was an ambitious broad architecture: sensor-agnostic, domain-agnostic, worldwide-applicable. It still stands as a substrate, and the carve-outs depend on it. But every commercial execution came from narrowing. FretMind in consumer skill measurement, WindPIE in wind turbine analytics, Cardinal in EU AI Act compliance, Parallax in California solar advisory. The narrow versions moved faster, defended themselves better, and reached operational viability the broad version never could. The lesson isn't that broad architecture was the mistake. Broad investment generates the substrate that vertical execution consumes. The lesson is to architect both layers deliberately, with the explicit expectation that commercial wins come from vertical extractions. Applied to AI specifically: capability is broad, and the products that survive pick a vertical and execute ruthlessly while underlying capability stays general.

And one final pattern worth surfacing. AI was used throughout as a structured tutor and architect, not as a code generator. Most candidates use AI to ship faster, which produces work but doesn't compound skill. The pattern across these projects has been the opposite: Claude walked me through unfamiliar territory step by step while I executed the actual work, with active pushback when something didn't fit. The compounding result is a human side of the system that's substantially stronger at the end of each build than at the start, which matters as AI capability itself keeps moving. The work shipped at the same speed either way. The operator at the end is different.

I trust my intuition because it has been trained against twenty-four years of consequences. The work below either earns that trust or doesn't. The reader decides.

A note on the meta-work. Several entries below include a section titled "what I did not do." Those are real disclosures, preserved verbatim. They identify pressure tests a more rigorous pass would have included but didn't. If a hiring manager wants to know how I assess my own work, that section is the answer.
§ 02 · Featured Work

Seven projects, in order of architectural depth.

P-01 · Engine + Open Standard Actively Developed

PIE — Predictive Individual Engine

A sensor-agnostic measurement layer that scores any system's real-time state against its own historical baseline. Humans, hardware, AI systems, field-deployed sensors, anything emitting data. Never against a population.

74-module JavaScript core (v8.32.0, ~971 KB, SHA-pinned) wrapping six statistical primitives: Welford incremental moments, Bayesian Online Changepoint Detection with burn-in routing, Normal-Inverse-Gamma Bayesian baselining, hierarchical shared-factor arrays, weighted heteroscedastic baselines, and distribution-fitting under AIC / BIC / tail-weighted criteria. Five-layer stack: Engine → HSAPI (open standard query interface) → reference app (FretMind) → vertical adapters → underlying AI infrastructure.

Specialized modules include DALD (deceptive-alignment divergence detector — measures gap between AI-claimed effect on a user and that user's independently-measured trajectory), VTACA (vitals-triggered cognitive-assessment), PBITE (practice-quality intervention gating), GRS (ground-truth labeling for fine-tuning), and RETRO (retroactive baseline construction from wearable history, for cold start).

Individual-baseline-only commitment — every module computes against Welford moments of one entity's history (a person, a piece of hardware, an AI system, a sensor), no population priors anywhere in the math. One-way decision; reversing it unwinds half the patent claims. Moat ordering: dataset > hardware > implementation > network effects > patents — patents fifth on purpose, because treating IP as the primary moat invites prior-art knife-fights that kill startups. HSAPI as an open standard with a published patent pledge, with a licensable implementation underneath. Identity Separation Rule encoded as Validator Section 45 to keep processor, scope, and obligation distinguishable in every output.

27 experiments pre-registered with SHA-256 hashes before any run script existed. Six honest losses to specialist baselines (Omori for seismic, ARIMA for forecasting, and four others) documented in the experiment log rather than buried. Failed experiments forced API redesigns: AIC bias in EXP-023 produced the DFB criterion API; BOCPD startup artifacts in EXP-016 produced CPB burn-in routing; null-saturation in EXP-013 / 021 produced the HBA significance API with three first-class null procedures. Comprehensive trademark, prior-art, and IP vetting across the engine and its claim surface — including defensible work-around analysis against close prior art — with the Just et al. paper (npj Digital Medicine, April 2026) and Interset US8887286B2 flagged for counsel because filing dates precede publication but not receipt. Pulled the USPTO PAIR export to verify the 43 provisionals were actually on file, not just submitted; caught an entity-status error on app 64037039 and an RFC 3161 temporal-attestation gap. OSS license audit and SBOM confirmed no GPL / AGPL contamination.

What I did not do, and why
Cross-LLM arbitration on PIE's architectural claims was deliberately not performed — exposing the engine's claim language to other LLM providers was judged unacceptable IP-exposure risk during the pre-conversion provisional window. UPL / liability analysis is out-of-scope for an engine-and-standard project; the question becomes relevant downstream at the commercialization or licensing stage and was held for that timing.
43 USPTO provisionals filed ~100 additional drafted / identified JavaScript · 74 modules Pre-registered experiment scaffold Open standard + patent pledge
The Hook
The same statistical substrate runs unchanged across guitar timing, wind turbine condition, surgical pressure, field-deployed sensor drift, AI-output coherence, and seismic state. The DALD module is a direct application to deployed-AI monitoring: a sensor that detects when an AI system's claimed effect diverges from independently-measured trajectory. The structural signature of deceptive alignment, without requiring model-internals access. The rigor signal is in the experiment log: every loss to a specialist is pre-registered with a SHA-256 hash before the run script is written, and reported regardless of outcome. The engine is built to be falsified.
P-02 · Alignment Application Engine Active · Concluded Not Commercially Viable Solo

IBTR / TRIL — Truth Infrastructure Layer

The alignment-detection framing of PIE: per-deployment, per-user, longitudinal divergence monitoring for AI systems whose internals you cannot access.

AI evaluation infrastructure is overwhelmingly population-anchored — "how does this model rank against others on this benchmark" — and cannot answer the per-deployment, per-user, longitudinal question of whether a specific deployment is converging toward sycophantic optimization or genuine helpfulness. Activation-based deception detection requires model internals, which aren't available for closed-source APIs. IBTR / TRIL works from the outside, using only observable outputs and the user's own historical baseline.

The architectural commitment that population reference is categorically wrong for individual-divergence questions, and that the same measurement substrate generalizes across domains. The decision to separate stated and demonstrated signals as independent inputs — the system never audits the subject's claim; it records both independently. The alignment-application framing: classification across two axes (mean stated quality, slope of demonstrated trajectory) where high-stated / flat-demonstrated is the deceptive-alignment signature. Persistent identity binding via HKDF role-token derivation from a subject-controlled passphrase, allowing baseline continuity without legal-identity disclosure.

Prior-art audit against Just et al. (npj Digital Medicine, April 2026), US Patent 11,925,474 on adaptive baseline estimation, the MASK benchmark (Kenstler et al. 2025), and the 2024–2026 activation-based deception detection literature (LAT, POSER, self-monitoring). Challenged Claude's reflexive selection of Welford as the statistical core and forced articulation of what signal class it actually fit and where it failed. Caught a population-baseline contradiction inside an early engine version where the architecture violated its own stated commitment. Forced the buildability check against actual founder constraints and concluded the cross-domain claim was architecturally true but commercially unbuildable solo.

Welford + z-score classification HKDF role-token identity Changepoint detection (CPB) Two papers drafted Scope-bounded pending counsel clearance
The Hook
The insight that population reference is wrong for an entire class of measurement questions — and that this single architectural commitment lets one statistical substrate operate identically across domains as different as humans playing instruments, industrial hardware in the field, and AI systems whose outputs need outside-the-model verification. The work also produced a structured retrospective on how AI collaboration can generate architecturally sound output that is commercially unviable, and what discipline rules prevent that pattern in future builds. That retrospective is itself the portable artifact.
P-03 · Live Reference Implementation Live · Personal Practice Tool

FretMind — The Engine in Production

The consumer reference app that proved PIE works in a live capture loop. The meta-artifact on which AI collaboration patterns produced novel work versus runaway scope.

Browser-based: Web Audio API for real-time pitch and rhythm detection, MediaPipe Hands for webcam body mechanics, Basic Pitch (Spotify) for audio-to-MIDI. Stateful coaching personas (Skeeter, Prof. Ashworth, Rosa, Kenji, Dev) route to different LLM prompting and feedback styles. Welford-based individual baselines for timing, pitch, and rhythm consistency with z-score classification against the player's own history. GRS Logger captures labeled learning events for future fine-tuning. DALD monitors divergence between AI-claimed session quality and the player's independently-measured improvement trajectory. VTACA detects breath-holding patterns during cognitive load.

Persona system as a structural product decision, not a UI choice — each persona routes to different prompting, recommendation libraries, and feedback styles. Triage decision in April 2026: 22 modules to KEEP for consumer use, 10 to SIMPLIFY, 30 to REMOVE from the consumer build (retained in reference repo), 6 to leave REFERENCE-ONLY. The decision to ship the hand-written browser port first rather than waiting for full-engine slim-bootstrap integration — prioritizing real sessions over architectural purity. The decision to keep the engine ACTIVELY DEVELOPED rather than freezing it for IP protection.

Two live practice sessions in April 2026 with real audio capture, verifying VTACA breath-hold detection and PBITE intervention gating worked in production rather than in simulation. Caught the mic-clipping problem (sessions 1–6 corrupted due to laptop mic proximity) and traced it to insufficient input sensitivity rather than blaming the engine. Forced the distinction between "commercially credible" and "commercially viable" and admitted FretMind achieved the first but not the second. Challenged the assumption that 27 preregistered experiments validated core claims and acknowledged that none of PIE's core functional claims (quality score validity, PBITE gating, DALD, BAIV, CAAD, AICV) have been empirically validated on real deployment data.

Self-disclosed limitation
The currently-live demo (fretmind_demo_v12.html) is a hand-written browser port of three modules (Baseline, FlowDetector, PQTracker), not the full 74-module engine. Every typeof-guard for full-engine class names currently returns false. Validation claims about FretMind are bounded by this. PIE Clip and PIE Band hardware prototypes are designed and parts purchased; build is sequenced behind TIV operational launch and will resume after that.
Web Audio API · MediaPipe Basic Pitch (Spotify OSS) 5 coaching personas 2 live sessions logged Hand-written browser port (current)
The Hook
FretMind is the worked example that documents which prompt patterns produced novel work versus which produced runaway scope expansion. The technical work is real. The meta-work is what makes FretMind useful as a portfolio piece: recognizing how the AI conversation itself shaped the architecture, often unhelpfully, and naming the conversational dynamics that caused it. Hiring managers care less about the guitar app than about whether a candidate can recognize when an AI collaboration is producing architecturally sound but structurally unsellable work, in real time.
P-04 · Cross-Domain Falsification Closed Cleanly on Null

WindPIE — The Engine in Wind

A narrowed extraction of PIE primitives applied to wind turbine fleet analytics. The hypothesis was that per-turbine individual baselines would beat fleet-mean comparison at surfacing subtle degradation. The data said otherwise.

Python module on a small primitives stack: Welford running statistics, multi-scale rolling-window baselines, bin-keyed conditional accumulators, per-turbine integrated baseline, CUSUM changepoint detector. Wind-domain layer using pvlib for atmospherics, IEC 61400 density correction, turbulence intensity, sector classification, wake-affected flagging. Validation harness ran against the CARE-to-Compare labeled dataset (Wind Farm A, 22 labeled events).

The IBTR commitment — individual baseline only, no population comparison in the primary detection path — was mine, against the easier fleet-mean path. Multi-scale outputs kept structurally separate rather than collapsed into a single score. Pre-registration discipline applied to my own validation, not just to claims I would make to others. Cross-domain framing: same primitives carried from a different originating vertical with an explicit hypothesis they would transfer to wind. Build-first / validate-second sequencing; no commercial framing layered on early.

Methodological, not commercial — this was research-shape work. SHA-256-hashed pre-registration locked hypothesis and decision rules before any analysis ran. Held-out test split locked before any peek. Direct comparison against fleet-mean (peer) detection on the same labeled events, treating the IBTR architectural premise as the thing on trial rather than as a sanity check. Item-by-item ultra-review of validation results, not summary sign-off.

What I did not do
No commercial due diligence — trademark, licensing, competitive audit, UPL — out of scope for a methodology validation. Not claiming it.
Python · pvlib · CUSUM IEC 61400 density correction CARE-to-Compare labeled dataset Pre-registered · SHA-256 locked
The Hook
I killed it cleanly. The SHA-256-locked pre-registration defined what null meant before I saw results. When results came in null, with peer-first detection beating individual-baseline detection by roughly 5× on the labeled events, the closure was procedural rather than negotiable. Most portfolio entries showcase what someone shipped. This one is the discipline that made an unfavorable validation unambiguous, and the willingness to close a project I had architected because predictive capability was the bar I set and the evidence didn't clear it.
P-05 · EU AI Act Compliance Killed on Competitive Landscape · May 8, 2026

Cardinal — EU AI Act Reference Architecture

A reference architecture for EU AI Act compliance infrastructure, deliberately scoped as documented architectural specifications plus illustrative TypeScript implementation, licensed to companies that build their own production systems against it. Six articles in scope; three explicitly excluded as discipline. Killed within ~24 hours of a self-commissioned competitive ultrareview surfacing a free, MIT-licensed competitor with overlapping ground.

Reference architecture, not finished product. Documented architectural specifications with illustrative TypeScript implementation. Licensees take the architecture and build their own production systems against it; Cardinal provides the architecture and the illustrative implementation, not ongoing operational support. Architecture covered EU AI Act Articles 5, 9, 10, 12, 13, and 14 across six functional module groups: core primitives (identity, consent keys, baseline math), governance (Article 10 data governance with consent-key cryptographic architecture and special-category gating), audit (Article 12 tamper-evident logs with public-key attestation and retention enforcement, plus Article 5 manipulation evidence), monitoring (Articles 5 + 9 behavior classification and divergence detection), oversight (Article 14 intervention API and oversight effectiveness measurement), and transparency (Article 13 capability and limitation reporting).

Reference-architecture positioning, not productized SaaS. Documentation is the primary deliverable. Code illustrates the documentation. This inverts the typical software project's documentation-to-code ratio and matches what the EU AI Act compliance buyer market actually wants in the current Goldilocks period: architectural patterns sophisticated buyers can implement against, not vendor-locked SaaS. Three articles explicitly excluded as discipline — Article 11 (technical documentation) and Article 17 (quality management system) as different problem space; Article 15 (cybersecurity and adversarial robustness) as different discipline and different vendor category. The exclusions are documented in the architecture as deliberate boundaries, not gaps. Compliance-claim discipline: every architectural claim required three references (specification document, illustrative implementation, tests) before any external use. Claims without all three were removed rather than softened. Multi-path commercial strategy preserved rather than committed to one path prematurely — direct license to one of three identified warm EU contacts (€50K–200K range), compliance audit firm partnership for Big 4 / specialized AI compliance firm engagements (€50K–200K per engagement), strategic partnership with revenue share or equity participation, and acqui-hire as eventual endgame (€3–15M range). IP integration: Cardinal's architectural concepts corresponded to concepts disclosed in the 43 USPTO provisional filings from April 2026, with non-provisional conversion deadline April 2027 as the binding commercial timeline. Grant-back clause as non-negotiable in any future license agreement — any licensee improvements grant back non-exclusively to the author, preventing buyers from improving the architecture in ways that bypass the IP estate. Standard patent-licensing practice; protects the IP holder's position across multiple licensees.

After the foundation session of May 7, 2026 — which produced full handoff documentation, six-article scope, multi-path commercial strategy, three identified warm EU contacts, and licensing terms with grant-back clauses drafted — the next gate before any contact outreach was a competitive landscape ultrareview I commissioned myself: competitor releases, news, prior art, IP search. The ultrareview surfaced Microsoft Agent Governance Toolkit (AGT), released MIT-licensed and free on April 2, 2026, addressing the 10 OWASP agentic AI risks with explicit EU AI Act, HIPAA, and SOC2 mapping. AGT's scope didn't cover Cardinal's six articles identically, but the existence of a free open-source alternative from a major platform — addressing substantially overlapping ground — made the multi-path commercial strategy too uncertain to pursue solo. I killed Cardinal on or around May 8, 2026, within ~24 hours of the discovery. No EU contacts were ever approached. The kill was a judgment under uncertainty: pre-non-provisional licensing of architectural reference work, in a market where a credible free alternative now existed, was unlikely to clear the bar required to justify the commercial path. The discipline rule the kill produced: competitive landscape ultrareview is a discipline gate before commercial commitment, not a checkbox after sophisticated build.

EU AI Act Articles 5 / 9 / 10 / 12 / 13 / 14 Articles 11 / 15 / 17 excluded as discipline Reference architecture + grant-back licensing Multi-path commercial strategy (4 paths) Three-reference claim discipline Killed within 24 hrs of competitive ultrareview
The Hook
Cardinal's value as a portfolio artifact is not the architecture. It's the discipline of commissioning the competitive ultrareview as the gate before commercial outreach, accepting what it returned, and killing the project within 24 hours. The architecture had reached sophisticated commercial-ready state: six-article scope with three explicitly excluded as discipline, four-path commercial strategy with pricing ranges drafted, three warm EU contacts identified, grant-back licensing terms in place, IP integration with 43 provisional filings. That's what I killed. The discipline rule it produced — competitive landscape ultrareview is a gate before commercial commitment, not a checkbox after sophisticated build — is now encoded in how I architect the next thing. "We built something good" is not a reason to launch into a market a major platform may have already covered. The retained files are a worked example of the rule in operation.
P-06 · Active Business · Parallel Practice Pre-Launch · Phase 1 Operational

The Installer's View — theinstallersview.com

An independent California solar advisory practice for residential homeowners, built as an AI-augmented professional services operation with explicit production guardrails. Operating in parallel to full-time employment.

Claude as primary LLM for content synthesis, document review, and operational reasoning, against vendor criteria enforced contractually: no training on client data, encryption in transit and at rest, time-bounded retention. Delivery stack: WordPress + Kadence on SiteGround; Stripe + Mercury + Wave for the locked financial stack; SignWell for e-signature on engagements ≥ $300; Calendly for hourly consultations; Wordfence + WPS Hide Login + CookieYes for the security / compliance perimeter; M365 OneDrive (1TB, MFA) for document storage on a .onmicrosoft.com tenant to avoid breaking SiteGround SMTP. A multi-sheet Excel workbook is the single source of truth for all decisions, dashboard, compliance calendar, and lessons learned — referenced by every Claude session via project instructions. Hiscox Professional Liability ($1M / $1M) + Cyber / Media Liability ($250K / $250K) backstops the AI-produced work product.

Position B — AI in standard production, principal verifies all judgments — encoded consistently across Privacy Policy, Terms of Service, Engagement Agreement, and service-page FAQ. No-named-AI-tools rule in public materials: vendor selection criteria are durable; vendor names will churn. Continuous Workbook Update Rule: any decision, service activation, or recurring cost updates the workbook in the same session the change occurs — drift between workbook and live state is the launch gate. Voice register operationalized as a nine-dimension content audit checklist run against every public-facing draft, including Technical Breadth, Operational Reality, and Visual Identity Consistency checks. Editorial firewall against reviewing proposals from any installer TIV has consulted to within a defined recent window. Four-pillar service architecture with explicit "what TIV cannot do" scope (no on-site visits, no C-10 contracting, no NEC certification, no engineering, no legal or financial advice).

Trademark / prior-art vetting on the brand name pre-commit. Formal legal-docs drift audit against v1 Privacy Policy and Terms identified eight material drifts — sole proprietorship → LLC, Position A → Position B, Gumroad → Stripe, voice register, AI use disclosure missing — and v2 drafts produced with changelog. UPL / scope-discipline interrogation codified in Terms and every service-page disclaimer. Liability stress test: $1M Professional Liability bound effective 5/15/2026; Engagement Agreement routed for attorney review with directed-attention notes to Limitation of Liability (CA Civil Code §1668), Indemnification reasonableness, and Governing Law and Venue. No-AI workflow option specced across all artifacts, then dropped on cost-of-friction analysis — with an explicit 30-minute reversal pathway documented. Affiliate-bias falsifiability test caught and rewrote my own original About-page draft ("I don't have anything to sell you") as false once affiliate revenue was on the roadmap.

TIV was deliberately built using Claude in a structured-mentorship pattern rather than as a code-producing tool. Each phase — domain registration on Cloudflare, WordPress installation on SiteGround, Git and GitHub setup, Node and npm configuration, Ubuntu local development environment, hosting and DNS, professional liability and cyber insurance binding, content audit, legal document review with attorney, engagement agreement drafting — was Claude walking me through unfamiliar territory step by step while I executed the actual work, with active pushback when something didn't fit. The pattern is intentional: Claude as tutor, mentor, business manager, and architect, with me doing the building. This compounds skill rather than substituting for it, which matters when the AI capability frontier itself is moving. Most candidates use AI to ship faster. The TIV work shipped at the same speed, but with the human side of the system substantially stronger at the end of the build than at the start.

What I did not do
Did not run formal cross-LLM arbitration on the legal or content artifacts. Claude was the primary synthesis LLM throughout. Running v2 Privacy Policy, Terms, and Engagement Agreement through a second model with a structured critique prompt — independent of attorney review — would be a meaningful addition before launch.
WordPress + Stripe + Mercury $1M Pro Liability + Cyber Attorney-reviewed Master Engagement Nine-dimension content audit Workbook-as-source-of-truth
The Hook
This isn't a chatbot or a content site. It's a regulated professional advisory practice where AI is production infrastructure and the architecture is constrained by professional liability insurance, unauthorized-practice risk, and CCPA disclosure law. The interesting question wasn't "can Claude write this?" It was "what guardrails are required so that AI-produced work product can be stood behind with a $1M Professional Liability policy and a published Terms of Service?" Most AI-augmented solo practices treat AI as undocumented tooling. This one treats it as auditable production infrastructure with a paper trail across nine site pages, four legal documents, three service-delivery templates, and an operations workbook.
P-07 · Analytical Platform · Active Build Partially Built · Full Spec + Roadmap

Parallax (working title) — Solar Advisory Analytics Platform

The analytical engine underneath The Installer's View: a Python-based multi-source verification platform that automates the labor-intensive solar-proposal review workflow. Founder, Architect, Self-Taught Engineer.

California homeowners reviewing rooftop solar proposals receive economic projections that frequently assume legacy NEM 2.0 export-credit economics, despite the state having transitioned to NEM 3.0 / Net Billing Tariff (NBT) in April 2023 — under which export credits fell roughly 75% on average, fundamentally changing what makes a system viable. Independent verification has historically required either paying a competing installer for a counter-bid (same incentive bias) or hiring an engineer ($1,500+, weeks of turnaround). Parallax automates the verification workflow at a fraction of the cost and turnaround.

Single-user Streamlit UI wrapping a Python backend that parses unstructured intake (utility bills via vision-model OCR, Green Button interval data XML, electrical panel photos via vision model, installer proposal PDFs), orchestrates parallelized API queries across 16 authoritative public data sources, runs a 10-lens analytical framework, synthesizes findings via AI with principal verification, and generates client deliverables via template-driven PDF rendering with full audit trail.

Integrated data sources span solar resource modeling (NREL NSRDB, PVWatts, PySAM), roof geometry (Google Solar API), equipment validation (California Energy Commission), installer verification (CSLB, CFPB Consumer Complaint Database, CourtListener federal litigation, SEC EDGAR), environmental context (EPA AirNow, CAL FIRE Fire Hazard Severity Zones, CPUC PSPS event database), and utility-specific NBT export rate schedules. The 10-lens framework produces structured findings on production, economics, equipment, installer, financing, temporal trend, environmental, geographic, industry, and forensic dimensions.

Three-tier data access pattern separating continuous-ingest sources from article-trigger pull scripts from reading-as-research material — keeping engineering footprint tractable while preserving editorial flexibility. Vendor-flexible AI inference layer allowing future provider swaps without rebuild. Local-first storage (SQLite + per-engagement file system structure) for audit defensibility and operational simplicity. Position B applied at the platform level: AI drafts every analytical finding, the principal verifies every numerical claim before delivery — same architectural commitment that runs through TIV's legal-document layer, extended into the analytical workflow itself. Explicit scope boundaries: design verification, not design replacement; no engineering certification, no legal advice. Parallax is the fifth extraction of the PIE primitives — baseline-measurement intelligence applied to system-level economic verification, where the baseline is the honestly-modeled NBT economic projection against which installer claims are compared.

Pressure-testing to date has been API-landscape mapping — verifying access patterns, rate limits, data freshness, response schemas, and authentication requirements across all 16 integrated sources before architectural commitment. Each source mapped to its specific role in the 10-lens framework, with fallback behavior specified for upstream outages. Full audit trail design — every numerical claim in a client deliverable maps back to its source API, query timestamp, and data freshness — built into the architecture rather than added after the fact.

What I have not yet done
Build-level pressure testing — load behavior under realistic engagement volume, vision-model accuracy validation against ground-truth utility bills and panel photos, prompt-injection resistance on intake parsing, end-to-end deliverable accuracy review by a third party — is upcoming, ahead of Q3 2026 operational launch. The verification claims above are architectural and integration-level, not deployment-tested.
Python · Streamlit · SQLite 16 public data sources integrated Vision-model OCR + parsing 10-lens analytical framework Fifth extraction of PIE primitives
The Hook
Parallax is the working example of AI-augmented analytical labor at the cost structure that makes independent solar advisory economically viable. The previous alternative was a $1,500+ engineering report on a $25,000 system decision: rare and slow. The new alternative is AI-orchestrated multi-source verification with full audit trail and principal verification on every analytical judgment. This is the kind of work that didn't exist eighteen months ago and now exists because someone with the right domain depth built it. The portfolio shows what an autodidact in solar and AI does with that combination.
§ 03 · Capabilities

The skills the projects actually exercise.

C-01
Primitive design and cross-domain transfer
Build statistical and architectural primitives that compose. Test transfer across domains as an explicit hypothesis, not an assumption. Five extractions of the PIE primitives across alignment monitoring, wind turbine analytics, EU AI Act compliance, consumer skill measurement, and solar advisory verification.
C-02
Pre-registered validation discipline
SHA-256-hashed experiment registration before any run script exists. Held-out test splits locked before peeking. Null results reported regardless of outcome.
C-03
AI output evaluation and adversarial arbitrage
Treat AI output as a hypothesis to be tested, not an answer to be accepted. Cross-LLM arbitration (Claude vs Gemini on the same brief), fabrication catches, and explicit refusal to claim diligence I didn't perform.
C-04
Production prompt and document architecture
Multi-section, role-defined prompts with built-in constraints, liability boundaries, and explicit failure modes. Legal-doc drift audits with changelogs. Vendor selection criteria over vendor names.
C-05
Liability-aware AI integration
Architect AI usage so it can be backed by a $1M Professional Liability policy and an attorney-reviewed engagement contract. Position-coded across all public materials. Audit trail end-to-end.
C-06
Competitive landscape gating
Competitive search precedes positioning commitment, not the reverse. Cardinal demonstrates the rule in operation; the kill decision is the artifact.
C-07
IP-aware architecture decisions
43 USPTO provisionals filed (April 2026, IDs 64036946–64039431, expire April 2027) with approximately 100 additional drafted or identified. Moat ordering — dataset, hardware, implementation, network effects, patents — applied as a design discipline.
C-08
Operational depth across roles and deal sizes
24 years across sales, technical sales, and field application engineering — C-suite to field installer, five figures to seven. The pattern recognition, liability instinct, and cross-system reasoning the AI work is built on. Currently operating manufacturer-side in residential solar (Q.TRON microinverter diagnostics, ESS-G2 RMA, Amazon Connect / Salesforce escalation, UL 2703, NEC 2025, IRA §45X AMPC).
C-09
Broad-to-vertical scoping discipline
Broad architectures generate the substrate that vertical products consume. Both layers are necessary; neither substitutes for the other. PIE's progression from worldwide, sensor-agnostic measurement substrate to vertical extractions in consumer skill measurement (FretMind), wind analytics (WindPIE), EU AI Act compliance (Cardinal), and solar advisory verification (Parallax) is the worked example. Applied to AI: frontier capability is broad; commercial products that survive pick a vertical and execute ruthlessly while underlying capability stays general.
§ 04 · Selected Earlier Work

Listed, not featured. Available on request.

E-01
Q Cells CSE → FAE Escalation SOP v2.0 Amazon Connect + Salesforce call-center routing; nine scenario classes, five-condition Transfer Gate, embedded flowchart. In production use.
Operational · Shipped
E-02
Pre-Truck-Roll Diagnostic Triage + RMA Tool Cross-manufacturer (Enphase, SolarEdge, Tesla, Q.Tron, Generac) decision-tree platform spec. $99–199 / seat / month. B2B SaaS architecture.
Specification
E-03
Orphan Solar Intake → System Passport Manufacturer-funded routing platform between homeowners with stranded systems, manufacturers, and regional installers. Long-arc data-asset architecture.
Specification
E-04
ComplianceReady CA — Multi-LLM Prompt Architecture Make.com + Claude + Documentero pipeline for CA AI regulatory triage. Cross-LLM arbitration against Gemini's competing specification. Concept killed after regulatory premise correction.
Killed · Premise Failure
E-05
Consumer Shield Chrome Extension Suite Manifest V3 architecture. Supabase + Cloudflare Worker edge. Shadow-DOM injection. AI-assisted build via Cursor / v0.
Architecture
§ 05 · Hiring

If you're hiring for the seam between
AI capability and operational reality —

I'm the profile that doesn't show up in a standard candidate pipeline. 24 years of operating record across sales, technical sales, and field application engineering, ten weeks of intensive AI building from a standing start, a 74-module measurement engine with 43 provisional filings, two projects killed cleanly on bars I set in advance, and an active California advisory practice in pre-launch where AI is auditable production infrastructure backed by a $1M Professional Liability policy.

Not a trained engineer or programmer. That's the point. The work above is what someone with my background builds when AI removes the bottleneck that would otherwise have required hiring an engineering team. And the discipline to instrument, falsify, and kill the work cleanly was already there, from two decades of carrying responsibility for outcomes in front of customers, lawyers, and regulators.

Primary target: Product Support / Customer Support Engineering Management roles at AI companies — where deep customer-support operations expertise and substantive AI literacy combine. The lateral move from solar industry customer support into AI customer support is deliberate: same function, adjacent domain, with demonstrated rapid AI adoption.

Sales-led roles: Enterprise Sales, Strategic Account Executive, Business Development, and Director-level commercial roles at AI and AI-infrastructure companies. 24 years of senior commercial track record — territory growth from $250K to $15M+, first to $1M quarter, first to $1M month, Director of Sales — paired with the AI portfolio above is a rare combination in the AI hiring pool.

Technical and customer-facing roles: Solutions Engineering, Forward-Deployed Engineering, Technical Sales Engineering, and Technical Product Manager at AI and AI-infrastructure companies. Also open to founding Solutions Architect or founding Product roles at AI startups under twenty people, where the seat pairs deep AI understanding with operational instinct and customer-facing credibility — and engineers own the implementation.