Intelligence Isn't Judgment
Good judgment is knowing what matters.
It's distinguishing signal from noise. Seeing second-order effects. Understanding when rules apply
Scarcity Migrated Up
You used to be valuable because you could produce insights.
You'd spend a week analyzing data, reviewing research,
Choosing Beats Thinking
You can now generate forty insights in an hour.
Competitive analysis across twelve dimensions. Customer sentiment patterns. Market adjacencies. Operational
Don't Fight Data Moats
Understanding how data moats form isn't about mourning losses.
It's about identifying which markets still have
Innovation Serves the Invariant
Every few years, someone declares a revolution.
Vinyl records became 8-track tapes became cassettes became CDs became MP3 downloads became
Delay Is a Decision
2006. Steve Jobs approached Intel with an opportunity.
Make the chips for a new product called the iPhone.
Intel turned
You Can't Unlearn Instant
You're not addicted to instant gratification.
You've been conditioned by irreversible infrastructure shifts.
My mom bought
Loops Amplify Direction
2008. MySpace was the world's largest social network. 115 million users.
Then Facebook overtook them in April.
What
Iterate Through Failure
Everyone knows SpaceX fails fast. Blow up rockets. Learn. Iterate.
What most don't know: How close it came
Behavior Reveals Purpose
Sears had a vision. One company, unified mission, customer-centric culture.
Eddie Lampert had a better idea.
2005. He restructured Sears