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The Scaling Trap
To understand why growth makes your company feel dumber, the first step is to understand how companies talk to themselves…
Apr 223 min read


The Critical Chokepoint
We're all focused on one critical chokepoint, but chances are you're ignoring the most critical one.
Apr 143 min read


Answers are Cheap, Confusion is Expensive
Attention isn't just scarce, it's fragile. And expensive. How to avoid signal and noise collapse.
Apr 144 min read


Weapons of Mass Disruption
Tehran has discovered a deep vulnerability at the heart of the global order.
Apr 103 min read


China's Hormuz Calculus
White House luxuriate in unpredictable chaos. Exactly what China’s current entrenched model needs to avoid.
Apr 24 min read


Shahed: The AK47 of the Sky
The AK47 turned every guerrilla group into an army. The drone has given every crackpot militia an air force
Apr 21 min read


Baumol's Cost Disease
Some sectors get relentlessly more productive, and others… don’t. Yet wages tend to rise across the board.
Mar 301 min read


The End of Meta's Beginning
Double whammy verdicts are barely a rounding error for Meta. The knock-ons will be worse.
Mar 273 min read


Persian Chicken
Four weeks into the current war, the regime’s only hope to increase leverage on Washington is to isolate it politically and win the optics war. Which, given the unprovoked nature of the attack and the fact that all our allies hate us, shouldn’t have been too hard. Save for a glaring miscalculation.
Mar 234 min read
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