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The importance of unwritten knowledge

Having grandma’s kitchen and recipes doesn’t mean you can reproduce her cooking. Practical experience and unwritten knowledge are important components in how science advances and how companies operate.

Simple, Not Easy

Pierogies are a simple food. The dough has four ingredients: flour, butter, egg, and salt. The filling has five: potatoes, onions, butter…

Thoughts on the Theranos verdict and what it says about startup culture

The Theranos verdict seems to be a judgment against ‘fake it ’til you make it’, a core tenet of startup culture: it’s prompted founders and incubators to make gloomy and panicked pronouncements about the death of innovation. But Theranos’s error was really to conflate confidence with delusion. …

Does Silicon Valley’s trial of the century signal change for the culture of startups?

First they think you’re crazy, then they fight you, then… you get found guilty of committing wire fraud to the tune of billions of dollars.

One of the most enthralling business sagas of all time has drawn to a close, at least for now. Elizabeth Holmes, founder of the now-defunct…

No Mercy No Malice

Reviewing the predictions I made for 2021 and making some new ones for the new year

“Plans are worthless, but planning is everything.”

— Dwight D. Eisenhower

Making predictions is a shitty business. The events leading up to the realization of any prediction make it seem less extraordinary. And when you get it wrong, you’re an insufferable numbskull. The value of a prediction is in the…

Renewable energy and climate policy are taking down the world’s dirtiest energy source

Twenty years ago, coal was the backbone of the U.S. grid. It provided almost half of total electricity generation — more than natural gas and nuclear combined. Furthermore, the role of coal in the electricity grid had remained relatively stable for decades.

Then, the coal industry took a nosedive. Addition…

The European Commission, the FTC, and others are now opposing the merger — probably for good reason, too

If anything, it now seems to be one of the most underestimated acquisitions in the history of tech: when nVidia announced that it’s buying ARM from Softbank for 40 billion dollars, all the way back in September 2020, it was considered to be a big deal but not a market-disrupting…

Great companies know their own identities inside and out. They focus on their core competencies and don’t pretend to be something they’re not.

It seems like every day, a new “tech” company is invented. Or re-invented. I can hardly tell the difference anymore. The amount of spin, marketing, and branding that goes into forcing a “tech” identity is dizzying at best. And at worst, it’s misleading, unproductive, and destructive.

Understanding Corporate Identity through the Relationship between Production and Consumption

The easiest way to…


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