Strategy & Books
Notes on strategy and books: lessons on technology companies, innovation and leadership.
SpaceX's Starship and the Innovator's Overshoot
SpaceX's IPO will be the largest in history. But an Economist podcast made a claim that stopped me: Starship increases cargo-to-orbit capacity by 25,000x. Clayton Christensen warned about exactly this.
Eight Things I Learned from The NVIDIA Way
Eight lessons from The NVIDIA Way on cadence, software, listening to the market, collective ownership, gratitude, and what happens when the company is its founder.