Withdrawal is not a Strategy
Problems don’t solve themselves Most problems don’t get smaller when you ignore them, but they grow teeth. Avoiding a tough decision doesn’t preserve optionality, it just inflates the cost of inaction. You delay the email, the restructure, the confrontation and the problem quietly compounds interest in the background. By the time you return, it’s no […]
[Book review] The Age of Extraction (by Tim Wu)
Tim Wu’s The Age of Extraction is a sharp, prosecutorial tour of how big tech’s most successful platforms evolved from “useful products” into toll collectors. Wu’s core move is to frame modern platform power as a familiar economic pattern: once a firm controls a key chokepoint (distribution, discovery, identity, payments, app stores, ad markets), it […]
A concise Masterplan for 🇪🇺 Europe’s rebirth
Europe loses because rules are downstream of economic gravity. When your share of global output slides for decades (and the chart is basically a ski slope into the projection zone), you stop being the default market everyone optimizes for, and your “Brussels effect” turns from leverage into paperwork. Reversing that trend is not a […]
Solve for adaptability
Most strategic problems aren’t static, because they always mutate. By the time your perfectly modeled solution is ready, the problem has already shape-shifted. What looked like a supply chain issue becomes a market timing issue. What felt like a pricing problem turns into a product mismatch. So what do most teams do? They double […]
The “Attention economy’s” trillion-dollar question: Why OpenAI must embrace advertising
For all the justified excitement about ChatGPT’s unprecedented growth trajectory, with 800 million weekly active users represents one of the fastest consumer adoption curves in technology history, OpenAI faces a problem that should be familiar to anyone who has studied the evolution of Internet business models. That is, they have aggregated demand without monetizing […]
👻 on Kpop Demon Hunters & the Asian pop culture
What is happening with Asia’s pop culture machine, especially in South Korea, is more than a cultural export. I’d say it’s more about owning the intellectual property stack from the first viral hit all the way to the global toy aisle. Whether it is Pinkfong’s Baby Shark empire going public on the strength of […]
Apple’s boring decade
Apple’s fall event is still the Super Bowl of consumer tech, but now it feels more like watching a dynasty team run the ball up the middle. The iPhone 17 Pro is sturdier, with Ceramic Shield 2 and a unibody aluminum frame. The overheating problems of the titanium 15 Pro are fixed with a […]
AI CAPEX is a strategy now
I capex is a strategy now. When compute and power become the scarce inputs, hyperscalers turn dollars into defensible advantage: control of GPUs, energy, and data-center footprint compresses the stack, improves latency, and drops unit costs. In platform transitions, performance drives distribution (integrated beats modular), so the players that own inference economics can bolt […]
🧑🏻💻👩💻 Companies are creating their own university
Imagine spending hundreds of years building the most prestigious higher education system on Earth, only to throw it all away for some social engineering stuff. That’s essentially the story of US academia over the last two decades: meritocracy got swapped out for DEI statements, tenure tracks filled with ideological conformity rather than intellectual rigor, […]
Any chances of having a European self-driving car?
You know things are bad when startup founders in the US start saying, with a straight face, “This company wouldn’t exist if we had started in Europe” [1] —> not as humblebrag, but as a completely accurate economic diagnosis. Europe totally lost the plot on self-driving cars because it regulates like a nervous librarian, […]