Strategy and OptionalityExtensões
The Right Bubble About the Right Technology
The 2026 AI bubble doesn't measure overinvestment: Sequoia's $2.9 trillion gap reveals quarter-duration capital financing decade-long adoption.
Strategy and Optionality
Serious strategy gains ground when the context offers excess stimuli and few retain discipline.
Strategy and OptionalityFoundational essays
Strategy Is About Choices
Strategy is neither planning nor ambition. It is the discipline of choosing, excluding and sustaining trade-offs coherently.
Strategy and OptionalityFricções
The Invisible Centre of the Organisation
Organisations do not fail because of the strategy they define; they fail in the gap between definition and execution.
Strategy and OptionalityPrecision notes
OODA Loop: Decision-Making Under Bounded Rationality
Under bounded rationality, advantage lies not in knowing more, but in iterating decision cycles more quickly.
Knowledge is Powerful, Be Powerful.
Eleve-se