Strategy Beyond Great WavesThe not-so-entirely-new (link, link) news that the DeepSeek team’s latest AI models — especially V3, R1, and R1-Zero — could be trained at…Jan 295Jan 295
The Meaning of StrategyIn the biblical story of Babel, humans begin building a tower to reach heaven. Seeing their hubris, God breaks their unity by making them…Jan 208Jan 208
The Value of StrategyIn the heart of Florence’s Galleria dell’Accademia stands a testament to human ambition: Michelangelo’s David. At seventeen feet tall, its…Jan 3Jan 3
The Subtle Art of Competitive AdvantageIn 1962, Andy Warhol was looking to stand out in a crowded art scene. Abstract expressionism dominated galleries, but Warhol saw an…Jan 3Jan 3
Strategy is About ChoicesStand before a Rothko painting and something remarkable can happen. The sheer scale commands your attention. A few bold fields of color…Jan 34Jan 34
Strategy in the Face of UncertaintyHigh above a sea of swirling fog stands a solitary figure. He is often called a wanderer, but that’s a mistranslation of Caspar David…Jan 33Jan 33
The Strategist and Strategy LeadershipAn interesting linguistic distinction in French caught my attention during a Talking Strategy podcast featuring Beatrice Heuser, Paul…Jan 3Jan 3
Network Evolution and Invention in Technology BubblesHow autocatalysis and scaling laws may shed light on how technological revolutions happen, and why diversity mattersAug 27, 2017Aug 27, 2017
Quick thoughts on the strategic implications of the Waymo-Avis dealA few days ago Waymo announced a partnership with Avis, the car rental company, to have them manage their growing fleet of self-driving…Jun 29, 2017Jun 29, 2017
Does Uber have any special advantages in the world of autonomous vehicles?I received the following question in response to my article on Uber’s Master Plan. I reference the model developed in my answer and so I…Sep 21, 20161Sep 21, 20161
The Network Effects of Uber’s Master PlanI am going to describe and illustrate what I believe to be Uber’s network effects model. This does not represent their entire business…Sep 16, 20164Sep 16, 20164