Thinking
Perspectives, not publishing.
The topics 818 works on and writes about. Longer pieces will be published here over time.
Value moves when markets change
Market reform rarely destroys value. It relocates it — and the businesses that map that movement early tend to own the next model.
Read perspective →The business model is the product
Plenty of good technology fails commercially because nobody designed how it makes money. That design is a product decision.
Read perspective →AI is a commercial question before it's a technical one
The interesting question is not what a model can do. It is which commercial process becomes economically different because of it.
Read perspective →Validation is a decision, not a phase
Validation only matters if you are genuinely prepared to stop. Otherwise it is expensive reassurance.
Read perspective →From capability to proposition
Commercialisation is the work of turning what a business can do into something a specific buyer will pay for.
Read perspective →Growth constraints are usually commercial
When a business stops growing, the cause is rarely effort. It is usually the model, the market or the route.
Read perspective →Build, buy or partner
The answer depends less on capability than on time, control and where advantage genuinely accrues.
Read perspective →Local energy and the limits of the grid
Constraint creates commercial opportunity. Where the network cannot deliver, local models start to make economic sense.
Read perspective →Leadership and the cost of unmade decisions
The expensive decisions in most businesses are the ones nobody has taken yet.
Read perspective →Innovation that survives contact
Ideas are cheap to generate and hard to make commercial. The filter matters more than the volume.
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