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Principles and Provocations

Musings on Leadership, Systems, the New Stack, and Other Random Thoughts

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The Real Cost of AI Isn't Copyright

It Could Be the Decline of Thinking

Investments: Rethinking the Allocation of Capital

Finding Outsized Returns in Today's New Stack

Chokepoints, Tollbooths, and the Complexity of the Sovereign Semiconductor Industry

The Semiconductor Stack Meets the Realities of Globalization 3.0

Holding Two Truths

FIFA May Be the Most Disingenuous Organization in the World, and I Will Watch Every World Cup Match

We Shall Fight on the Beaches...

We Shall Not Flag or Fail... We Shall Never Surrender.

Competitiveness and a Culture of Creativity

Previously in this series of posts about the New Stack and the competitive advantage of nations, I have opened discussions about the role of deep and liquid financial markets as well as energy in the context of Independence.

Energy and Independence

History Doesn't Repeat Itself but it Rhymes...

People Are Awesome

My phone buzzed as I was in an Uber heading from Manhattan to JFK in order to catch a flight home.

"What Should We Do?"

Inquiring Minds Want to Know

A Modern Look at The Competitive Advantage of Nations

When I was 21 years old I went to work for the management consulting firm, Bain and Company.