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.
- Read essay
Aerospace Mobility
Distance as a Cost Line
Airborne logistics reframes speed as a balance-sheet item rather than a convenience.
Devan Sequeira, Chief Executive Officer
- Read essay
Executive Governance
Writing Governance Down
What changed at PBI when responsibilities stopped being understood and started being recorded.
Rui Gomes Da Silva, Chief Operating Officer
- Read essay
Gaming and Operational Performance
Performance Under Competitive Conditions
On the use, and misuse, of competitive results as a proxy for judgement.
Brandon Bews, Chief Human Resources Officer
- Read essay
Governance
The Responsible Use of The AI
Scope, escalation and review: how the group frames a capability that contributes before it is asked.
Dylan Trollope, Chief Technology Officer
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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