Thinking
Opinions, held on purpose.
Concise essays for people who make decisions. No trend reports, no listicles, no “ten ways to unlock value”. Just a point of view you can agree or argue with.
Why margin matters more than vanity growth
Top-line growth is easy to celebrate and easy to fake. The business you actually own lives a few lines further down.
Read the essayWhere AI creates leverage — and where it doesn’t
The useful question is not “what can AI do?” but “which decision or workflow becomes meaningfully cheaper, faster or better?”
ReadWhy many transformation problems are decision problems first
Before you redraw the process, find the choice nobody has made. It’s usually hiding in plain sight.
ReadA great product nobody knows about is still a bad business
On why “we’re not really a marketing company” is not a strategy.