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• LCD Strategy

  Strategy meets implementation Focused on tech industry

  10 posts · theirs

Lately

• Autonomous Vehicles are Data Centers on Wheels

  LCD Strategy · 2026-07-27

• What AI investors can learn from 1870s steam trains

  LCD Strategy · 2026-04-28

• Storage Hardware Costs Are Rising Sharply: Strategic Options for IT Vendors and Buyers

  LCD Strategy · 2026-04-20

• OpenAI’s Industrial Policy Brief: Ambitious Scope, Limited Actionability

  LCD Strategy · 2026-04-09

• SaaS isn't eating the world anymore: how AI is leading the impending insourcing of SaaS

  LCD Strategy · 2026-03-19

• Ghost GDP: what happens when AI moves us from a labor-based economy to a machine-based economy

  LCD Strategy · 2026-03-10

• The AI Arms Race and National Strategy

  LCD Strategy · 2026-02-18

• Game Theory: should a large hyperscaler get on the AI Infra investment hype train?

  LCD Strategy · 2026-02-14

• Comparing AI Infra investment today to the 1990s Telco bubble

  LCD Strategy · 2026-02-12

• AI Infrastructure: what we can learn from prior investment supercycles

  LCD Strategy · 2026-02-11

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