Competitive advantage, positioning, business models, and long-term thinking. Porter, Blue Ocean, Playing to Win.
6 posts
The entire corporate hierarchy was built to solve one problem: coordination. AI is solving that problem faster and cheaper than any org chart ever did. Which means the premium we attached to headcount management is migrating — back to the people who actually build things.
Every AI company is racing to build a better copilot. There's a different business sitting right in front of them — and it's worth an order of magnitude more.
The old moats are drying up. Features get copied overnight. Prices race to zero. Distribution gets disrupted by agents. This is a field guide to the three new battlegrounds that actually determine who wins.
The world keeps telling you to specialize. Here's why the people who didn't are the ones changing everything.
The MBA was built for a world that no longer exists. The Business Engineer is what comes next.
You produce the leverage. The ownership stays with them. That's the deal most knowledge workers signed without reading the fine print.