Thinker & Professor
Apr 12, 2026
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![[Market updates] Nike, SpaceX, OpenAI & others](https://images.unsplash.com/photo-1605512929726-8c542ede9c6e?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3w0ODM4NTF8MHwxfHNlYXJjaHw0fHxtYXJrZXQlMjB1cGRhdGV8ZW58MHx8fHwxNzc1ODA1Mzk5fDA&ixlib=rb-4.1.0&q=80&w=1080&utm_source=beehiiv&utm_medium=referral)
![[Essay] Apple at 50](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/c3fc1812-ca0b-4613-ba5f-8242aa1a829e/Screenshot_2026-04-09_at_14.39.00.png)
![[Analysis] Winners and losers in the memory shortage](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/1c93c995-efbb-4478-a6ab-d089d3932695/Screenshot_2026-04-08_at_08.06.45.png)
![[How startups work] Waymo 🚖](https://images.unsplash.com/photo-1735402856128-2baadb82f2d3?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3w0ODM4NTF8MHwxfHNlYXJjaHwyfHx3YXltb3xlbnwwfHx8fDE3NzUxMzg5Mjl8MA&ixlib=rb-4.1.0&q=80&w=1080&utm_source=beehiiv&utm_medium=referral)
![[Essay] AI needs consultants](https://images.unsplash.com/photo-1553877522-43269d4ea984?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3w0ODM4NTF8MHwxfHNlYXJjaHwyOHx8Y29uc3VsdGFudHN8ZW58MHx8fHwxNzc1MTMzODMyfDA&ixlib=rb-4.1.0&q=80&w=1080&utm_source=beehiiv&utm_medium=referral)
![[Analysis] Macroeconomics (March 2026)](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/53abb3f0-115d-479b-83fe-9e29b47b04f1/unnamed__8_.jpg)
![[Essay] The order of operations: Why B2B must come before B2C](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/fc24e733-b68b-4857-8b24-03546677d8c6/Screenshot_2026-03-24_at_15.28.05.png)
![[on Micron] Memory gets strategic](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/f88aad70-cbef-4185-9f99-6fa55cdeca84/location-meridian-idaho-site-02.jpg)
![[Analysis] The disruption of the German car industry](https://images.unsplash.com/photo-1711383070704-e47f601fc4ba?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3w0ODM4NTF8MHwxfHNlYXJjaHwyfHxnZXJtYW4lMjBjYXJ8ZW58MHx8fHwxNzczODIxMDM2fDA&ixlib=rb-4.1.0&q=80&w=1080&utm_source=beehiiv&utm_medium=referral)
![[Essay] Lesson from Koenigsegg: Why the middle is the most dangerous place to be in business](https://images.unsplash.com/photo-1596906673164-fffb05b8333d?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3w0ODM4NTF8MHwxfHNlYXJjaHwxfHxLb2VuaWdzZWdnfGVufDB8fHx8MTc3MzgxOTU1OHww&ixlib=rb-4.1.0&q=80&w=1080&utm_source=beehiiv&utm_medium=referral)
![[Essay] Workflow ownership is the next 'Platform War'](https://images.unsplash.com/photo-1499428665502-503f6c608263?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3w0ODM4NTF8MHwxfHNlYXJjaHwyN3x8YmxhY2t8ZW58MHx8fHwxNzczMjI3Mzg0fDA&ixlib=rb-4.1.0&q=80&w=1080&utm_source=beehiiv&utm_medium=referral)
![[Analysis] on the Middle East and some implications](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/a0179e9a-e655-4236-823b-bde9706ff5e0/ian-simmonds-XrDbdmqsPdk-unsplash.jpg)
