Notes
Short thoughts on business, growth, technology, strategy, economics, geopolitics, China, history, culture and execution.
Some notes may later become essays. Some may stay as notes.
AI needs a business process.
Most AI conversations start with technology. The better ones start with workflow, cost, revenue, risk, compliance, productivity or customer experience.
Strategy is not a slide deck.
A strategy becomes real only when it changes priorities, budgets, ownership, decisions and operating rhythm.
Growth is a system.
Growth is not only demand generation. It is product, pricing, distribution, trust, timing, sales capability and execution capacity working together.
Scale changes behaviour.
When markets are large, infrastructure is strong, and execution is fast, businesses think differently.
Economics is the study of incentives.
Once you understand incentives, many business and political decisions become easier to interpret.
Culture is not soft.
Culture shapes trust, speed, decision-making, risk appetite, negotiation, hierarchy and accountability.