Insights
Notes from a deliberately unhurried group.
Occasional writing on capital allocation, mobility, technology investment and executive governance. Pieces are published when they are finished, which is not on a schedule.
- In preparation
Capital allocation
The cost of conviction
On the discipline required to hold a position that has stopped being interesting to everyone else.
- In preparation
Maritime strategy
Berths, hulls and patience
Why maritime assets reward operators who plan in decades and punish those who plan in quarters.
- Scheduled
Aerospace mobility
Distance as a cost line
Airborne logistics reframes speed as a balance-sheet item rather than a convenience.
- In preparation
Executive governance
Writing governance down
What changed at PBI when responsibilities stopped being understood and started being recorded.
- Scheduled
Gaming and operational performance
Performance under competitive conditions
On the use, and misuse, of competitive results as a proxy for judgement.
- In preparation
Governance
The responsible use of The AI
Scope, escalation and review: how the group frames a capability that contributes before it is asked.
Pieces are published when they are finished. The group does not maintain a publication schedule.
Notified when a piece is published?
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