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Monday Letter
Aug 3, 2026
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4 min read
I am not saying the economy is on ketamine, but it's exhibiting the symptoms: dissociation from reality, feelings of floating, and absolute certainty that everything is fine while the body stops responding
Jul 27, 2026
3 min read
Your company has compounding debt that doesn't appear in the dashboard until the quarter it detonates. How to avoid the collapse?
Jul 20, 2026
A new culture is quietly chipping away at the true competitiveness of major organisations across the world
Jul 13, 2026
Techno-Optimism vs. sustainability, social responsibility, trust and safety, and my personal favourite... "tech ethics"
Jul 6, 2026
2 min read
We managers were led by our universities and companies to believe that the world of money and power is extremely complicated. It is, in fact, not
Jun 29, 2026
We were told to trust that the system, left alone, would deliver. Then the anxiety kicked in. So what do you do now if you're not an ideologue?
Jun 22, 2026
Is Anthropic, OpenAI, Google and SpaceX bet to raise $300bn absurd? Or the new normal?
