· 4 min read
What Should an Organization Refuse to Build?
Strategy becomes useful when it gives different specialists a shared direction, earns conviction, and makes its tradeoffs consequential.
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Posts tagged "strategy"
6 posts on this topic
· 4 min read
When Your Moat Becomes a Prison
Kodak, Nokia, and BlackBerry show how durable advantages can constrain adaptation when markets change.
· 8 min read
Why Does Enterprise AI Cost More and Deliver Less?
Microsoft shipped an enterprise Anthropic integration in weeks. They clearly can deliver frontier AI. So why does Copilot for 365 feel like a downgrade from a $20 subscription?
· 8 min read
Who Profits When Coffee Data Stays Scarce?
The specialty coffee industry solved price transparency. The harder problem, product metadata, remains relationship-gated. Across 35 suppliers, disclosure ranges from 1 to 13 attributes per listing. That gap is not an accident; it is an economic structure with beneficiaries.
· 10 min read
Beyond the Coffee Belt
The coffee belt is a useful heuristic, but the tails of the distribution reveal where quality, risk, and long-term value are really heading.
· 7 min read
The Real AI Moats Aren't Software
Citrini's viral doomsday report and Citadel's rebuttal are both missing the interesting question. If software isn't the moat anymore, what is?