Writing on market opportunity, commercial strategy, and emerging technology.
What's broken, what works, and what we're learning.
The New Geography of Value
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What Becomes More Valuable When Intelligence Becomes Cheap?
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Positioning, category design, GRC and AI governance — and the operating craft behind them.
Who Owns AI Governance?
AI is becoming a board-level responsibility. But new research suggests that formal accountability has yet to catch up.
The Business of Hopelessness
Why recognizing risk is only half the work of leadership.
The Capability You Need Might Already Exist
Why the next growth opportunity may depend less on what you build and more on what you bring together.
Begin Before You’re Ready
The ability to act without certainty may be one of the most valuable capabilities we can develop. A lesson in initiative, learning, and creating opportunities before we know exactly how they’ll unfold.
The Cost of Ambition
This week, the AI investment boom faced a more skeptical market, the IMF warned about a technology-driven correction, and the Grace Hopper Celebration was canceled. The connecting theme is the economics of opportunity.
Expand Your Creative Surface
The quality of your ideas depends, in part, on how much of the world you give them to work with.
Why Good Technology Struggles to Become a Market
The distance between technical possibility and commercial value is often much greater than innovators expect.
Market Creation Starts Before Demand Generation
When customers haven’t yet learned how to buy what you’re selling, generating interest is only part of the commercial challenge.
What Grace Hopper’s Cancellation Says About the Economics of Community
The cancellation of Grace Hopper Celebration raises a bigger question about how we value the institutions that help industries grow.
When More Marketing Creates Less Growth
McDonald’s latest earnings call offers an interesting lesson in the organizational cost of too many good ideas.
The Assumptions in the Boardroom
What a week at the Private Directors Association PRISM Conference revealed about how directors think, challenge strategy, and govern a business environment that keeps changing.
The Portfolio Economy Is Taking Shape
From venture portfolios to portfolio careers, the way we build businesses, organize talent, and create professional opportunity is changing.