Essays
Opaque Surprises — Where Scenario Planning Falls Short
Scenario planning earned its reputation as one of the twentieth century’s most effective tools for decision-making under uncertainty. Is it still fit for purpose in the age of frontier AI? The essay that names the third kind of surprise.
Buying the Past — The Acquisition Risk Nobody’s Diligence Examines
Roughly two hundred billion dollars of the most famous acquisition writedowns share one checkable signature: the acquirer paid growth prices for a position in an industry layer already past its peak. Publication details to follow.