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Monday Letter
Oct 5, 2026
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3 min read
To justify the costs, AI needs to generate as much as the global oil and gas industry. We already heard this story three times
Sep 21, 2026
Somewhere out there, a retired English teacher with perfect punctuation is being called a bot by a bot.
Sep 14, 2026
While billionaires collect the dinosaur bones, the engineers in the basement are raising their hands to say we may be building the next predator, and we would rather our bones not end up in museum
Aug 31, 2026
4 min read
Murder, drugs, and carjackings developed over reasonable hours by a company with virtues. Right?
Aug 24, 2026
Focus is now a two-front war: strategic focus is to do fewer bets, and attentional focus is the capacity to actually work on them
Aug 17, 2026
Why and how does it happen, and what do we need to do when we observe it happening around us?
Aug 11, 2026
Three strategies for managers in the age of uncertainty and slop ruling the datasets
Aug 3, 2026
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
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?
