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  • A Simple Map for Innovation at Scale

    An edited version of this vendible previously appeared in the Boston Consulting Group’s strategy think tank website.I spent last week at a global Fortune 50 visitor offsite watching them grapple with disruption. This 100 -year-old visitor has seven major product divisions, each with hundreds of products. Currently a market leader, More

    A Simple Map for Innovation at Scale
  • The Semiconductor Ecosystem – Explained

    The last year has seen a ton written well-nigh the semiconductor industry: tweedle shortages, the CHIPS Act, our dependence on Taiwan and TSMC, China, etc.But despite all this talk well-nigh fries and semiconductors, few understand how the industry is structured. I’ve found the weightier way to understand something complicated is More

    The Semiconductor Ecosystem  Explained
  • Cram Down – A Test of Character for VCs and

    This vendible previously appeared in TechCrunch.Cram downs are when – and I’m keeping a list.At the turn of the century without the dotcom crash, startup valuations plummeted, shrivel rates were unsustainable, and startups were quickly running out of cash. Most existing investors (those still in business) hoarded their money and More

    Cram Down  A Test of Character for VCs and Founders
  • Lessons for the DoD – From Ukraine and China

    Portions of this post previously appeared in War On the Rocks.Looking at a satellite image of Ukraine online I realized it was from Capella Space – one of our Hacking for Defense student teams who now has 7 satellites in orbit.National Security is Now Dependent on Commercial TechnologyThey’re not the only More

    Lessons for the DoD  From Ukraine and China
  • Technology, Innovation, and Great Power Competition – Class 6 – Unmanned

    This vendible first appeared in West Points Modern War Institute.We just completed the sixth week of our new national security matriculation at Stanford “ Technology, Innovation and Unconfined Power Competition. Joe Felter, Raj Shah and I designed the matriculation to imbricate how technology will shape the weft and employment of all instruments of national power.In class 1, we learned More

    Technology, Innovation, and Great Power Competition  Class 6 Unmanned Systems and Autonomy