Management

Essays on command, operations, process, and the real cost of poor management.

Sequoia Is Right. And Still IncompleteThe Error Is Not in Execution. It Is in the Decision.
The Next Advantage Will Be Proprietary Operational MemoryA cold reading of the partial commoditization of general models: Context will be the differentiator.
The Resilient Company Will Be Less Efficient in Excel and More Alive in RealityA cold reading of the return of the resilience debate: Intelligent redundancy would become virtue again.
Companies Are Automating Before They Understand Their Own ProcessesA cold reading of the corporate rush toward automation: Automated error scales better than manual correctness.
Who Captures Productivity and Who Merely Pays the Bill?A cold reading of the demand for AI ROI in companies: AI would separate operators from software consumers.
Founder Mode is not a management style. It's the refusal to become irrelevant.There is an essay that distinguishes founder mode from manager mode. But founder mode is not a style you choose; it is the refusal to delegate yourself into irrelevance. The founder who delegates everything and stays only at the high level becomes a decorative figure who does not know their own company. Founder mode is refusing that irrelevance.
Management decisions have superlinear returns. So do management mistakesThere is an essay showing that returns in the world are superlinear, not linear — they compound and take off. Applied to management, this means good decisions compound superlinearly: one good decision enables others. But the same holds for errors: one error compounds others. Superlinearity cuts both ways.
The Hollywood Strike Is About Ownership of Cognitive WorkA cold reading of the writers' and actors' strike: AI would reopen the social contracts of production.
The Company Will Need Operational MemoryA cold reading of the limitation of generic models without context: AI without context becomes a generic consultant.
2023 Will Be the Year of Promised Productivity and Forgotten GovernanceA cold reading of the end of 2022 under AI and high rates: AI would bring efficiency and operational risk.
The Great Resignation Shows Work Became a Negotiation of PowerA cold reading of the Great Resignation in the United States: Labor scarcity changes corporate culture.
Evergrande Asks Whether Real-Estate Growth Was System or AddictionA cold reading of Evergrande's crisis: Debt sustained the appearance of prosperity.
Supply Chain Became a Board Topic. Too LateA cold reading of global supply-chain bottlenecks: Logistics stopped being backstage.
Hybrid Work Is a Coordination Crisis, Not an Office CrisisA cold reading of the partial post-pandemic reopening: Companies would confuse presence with operational design.
A Vaccine in Record Time Shows the Power of Scientific PlatformsA cold reading of COVID-19 vaccine announcements: Biotechnology entered the age of speed.
When the company becomes an algorithm, human judgment becomes noise.When the company optimizes by algorithm, it makes everything legible to the algorithm — measurable, modelable. And human judgment, which is illegible to the algorithm, comes to be treated as noise to be eliminated. But it is precisely that judgment that captures what the metric does not see.
Every company is a selection machine. And it always selects for conformism.There is a map that separates the obedient from the independent and the conventional from the unconventional. Every company, through its selection processes, rewards conformism — because conformism is legible and safe — and selects against the independent. And without the independent, no one sees what the consensus does not see.
The Company Without Cash Discovered Growth Does Not Pay PayrollA cold reading of the economic halt of April 2020: Liquidity returned to the center.
2020 Will Be the Year of Operational Continuity. Few Are ReadyA cold reading of the end of 2019 before the pandemic: Companies would need to operate under interruption.
The Global Company Now Needs a Regulatory Risk MapA cold reading of digital regulatory fragmentation: Growing across countries would require obeying multiple regimes.
Cambridge Analytica Shows Personal Data Became an Operational WeaponA cold reading of the Cambridge Analytica scandal: Marketing and manipulation got too close.
MeToo Shows Corporate Culture Is a Legal LiabilityA cold reading of the MeToo movement: Internal behavior becomes external risk.
The Celebrity CEO Is Replacing the Operator CEO. A Bad SignA cold reading of celebrity-founder culture: Charisma can conceal weak execution.
AlphaGo Shows Human Judgment Will Be Challenged First in Games, Then in CompaniesA cold reading of AlphaGo's victory: AI would enter first through closed domains and then through management.
Square Shows That Payment Becomes an Operational SensorA cold reading of Square's IPO: Payment would become data, credit, and management.
Volkswagen Shows That Bad Culture Can Falsify Good EngineeringA cold reading of Volkswagen's emissions scandal: Incentives beat decorative compliance.
Is your company default alive or just postponing death?Growth and activity deceive. The question that matters is not whether the company is moving, but whether, on its current trajectory, it reaches profitability before the money runs out. That is being alive. Everything else — rising revenue, a growing team — may be merely postponing death.
2015 Will Be the Year of the Company as PlatformA cold reading of the transition to digital ecosystems: Winners would be platforms, not isolated products.
The World Cup in Brazil Exposes the Gap Between Spectacle and ManagementA cold reading of the 2014 World Cup in Brazil: An event does not compensate for a weak system.
The Modern Company Will Have Fewer Bosses and More LoopsA cold reading of the maturity of digital operations: Operational feedback would matter more than hierarchy.
Doing things that don't scale isn't a startup hack. It's a leadership principle.People treat "do things that don't scale" as a temporary startup trick, to be abandoned once the company grows. It is the opposite: it is where the leader touches reality, learns what is real and builds trust before automating. The unscalable is not a phase. It is a permanent discipline.
The Networked Company Will Beat the Siloed CompanyA cold reading of the acceleration of digital integration: Coordination would become competitive advantage.
Whatever It Takes Is Perception Management at Continental ScaleA cold reading of Mario Draghi's July 2012 speech: Credible authority reduces uncertainty before complete execution.
A Company Without a Decision System Becomes an Assembly of OpinionsA cold reading of the maturity of post-crisis companies: Growth requires principles and cadence, not just talent.
Global Companies Will Discover the Cost of InterdependenceA cold reading of the vulnerability of global supply chains: Global efficiency also spreads fragility.
The CEO No Longer Controls the Narrative AloneA cold reading of the rise of social-network communication: Customers and employees would become media.
The Company That Does Not Collect Data Is Becoming MuteA cold reading of the growing instrumentation of business: Data would become operational language.
2010 Will Be About Platforms, Not Just ProductsA cold reading of the shift toward cloud, mobile, and social: The next power would sit in ecosystems.
Companies Will Confuse Recovery With CompetenceA cold reading of the partial recovery of markets: A rising market would absolve mediocre management.
Unemployment Is the Final KPI of Accumulated Bad DecisionsA cold reading of high post-crisis unemployment: Strategic errors appear first in people.
The New Manager Will Be Less Visionary and More OperatorA cold reading of the return of operational discipline: Execution would become more valuable than storytelling again.
Cutting Costs Is Easy. Cutting Illusions Is RareA cold reading of post-crisis corporate adjustments: The crisis demanded intellectual hygiene, not just austerity.
2009 Will Be the Year of Operational SurvivalA cold reading of the end of 2008 under global recession: Cash, margin, and discipline would matter more than narrative again.
The CEO Who Does Not Understand Leverage Does Not Understand His Own CompanyA cold reading of financial leverage in the pre-Lehman cycle: Debt amplifies error before it amplifies return.