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Explore past analyses
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Explore past analyses
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![[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)
![[Essay] Enterprise AI agents move into core workflows](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/33a86bb0-952d-476e-a648-05b8563959e4/luca-bravo-9l_326FISzk-unsplash.jpg)
![[Essay] AI - The End of the Beginning. A Case for Optimism.](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/751858c9-8f0d-4d01-aebc-b4561d2ece76/vincentiu-solomon-ln5drpv_ImI-unsplash.jpg)
![🤓 [Analysis] Is AI just the death of software?](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/c20204ec-355e-468e-917d-23b60a1f4b5f/zac-wolff-7uSKXpksCKg-unsplash.jpg)
![[Presentation] The Compressed Decade (2025)](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/7643798a-7c47-48f8-84de-e09e64d5f0a4/Screenshot_2025-12-13_at_15.12.13.png)
