Strategy

AI 9 min read

Seven agencies and a calendar: what actually decides whether a data center in orbit gets built

Aug 18, 2026

AI 7 min read

AC vs DC power: the 1890s design decision that could become the next bottleneck in AI

Aug 6, 2026

AI 6 min read

Jevons paradox and the AI infrastructure bet: the 160 year old idea behind hundreds of billions in spending

Aug 4, 2026

Automation 8 min read

Workflow automation, fourteen years in, and the code red that reset everything: Wade Foster of Zapier

Jul 15, 2026

Capitalism 7 min read

Stakeholder capitalism, values versus politics, and why Friedman stopped working: Seth Levine on Capital Evolution

Jan 28, 2026

Strategy 7 min read

The strategic planning process, and the working rhythm underneath it: Anna Elwood of Cascade

Oct 28, 2025

Strategy 13 min read

Strategy vs tactics as bets on different time horizons, and pricing risk in money and time: Jon Mark of Vestwell

Jan 8, 2025

Public markets 13 min read

What a SPAC actually is, and why it was not the shortcut: Valentin Gruber of HomeToGo

Jul 16, 2024

Marketplaces 16 min read

Global network effects, and the core values exercise that finally worked: Tao Tao of GetYourGuide

Jan 9, 2024