This has been in the news all week: Lufthansa's first Starlink-equipped Airbus goes live in exactly one week, on August 19. Good moment, then, to ask a question business usually skips before the champagne — which risks did we just make invisible? Let's start with Lufthansa.
1. The Case Call her the Case, because the pattern isn't hers alone. Four-person team, B2B SaaS, pre-seed. In May, the plan was disciplined: a twelve-week validation sprint, June through August, ten completed interviews a week — 120 in total. Enough breadth for a B2B segment
Yesterday, Apollo's chief economist Torsten Slok posted in his daily spark newletter four reasons the United States remains "the best place to build a company": easier access to capital, a bigger market, a labor market that lets firms resize quickly, and lighter regulation that lets companies
This newsletter is a six-part sequence built on one anchor: AI is compressing the prototyping cycle — but faster technical iteration without parallel commercial assumption-testing doesn't reduce risk, it accelerates the gap. Perspective 5 takes that gap from one specific angle: more options is not less uncertainty.
This newsletter is a six-part sequence built on one anchor: AI is compressing the prototyping cycle — but faster technical iteration without parallel commercial assumption-testing doesn't reduce risk, it accelerates the gap. Perspective 5 takes that gap from one specific angle: more options is not less uncertainty.
This newsletter is a six-part sequence built on one anchor: AI is compressing the prototyping cycle — but faster technical iteration without parallel commercial assumption-testing doesn't reduce risk, it accelerates the gap. Perspective 4 takes that gap from one specific angle: the demo closes one argument and
This newsletter is a six-part sequence built on one anchor: AI is compressing the prototyping cycle — but faster technical iteration without parallel commercial assumption-testing doesn't reduce risk, it accelerates the gap. Perspective 3 takes that gap from one specific angle: friction was a forcing function. Each
This newsletter is a six-part sequence built on one anchor: AI is compressing the prototyping cycle — but faster technical iteration without parallel commercial assumption-testing doesn't reduce risk, it accelerates the gap. Perspective 2 takes that gap from one specific angle: specification accuracy is not problem accuracy.
This opens a six-part sequence built on one anchor (Perspective 1) AI is compressing the prototyping cycle — but faster technical iteration without parallel commercial assumption-testing doesn't reduce risk, it accelerates the gap. Each edition puts one assumption under the knife. None of them end with a
From Seoul to Shanghai to Brussels in three weeks. The assumption that held the entire trip together — that I knew what a mature digital ecosystem looked like — did not survive the first forty-eight hours. The Assumption Europe is catching up on digital infrastructure. The gap is narrowing. This is
The founding team gets assessed at the start and taken for granted ever after. Then the project runs long — as they always do — and one by one people's lives move in directions the original agreement never accounted for. What nobody planned for, and nobody measured, is the question
Twenty-five years ago today, I incorporated this company. The world I incorporated it into had itself only recently been rebuilt — the Wall had fallen a decade earlier, and the assumptions that followed that moment are still working their way through our economies, our institutions, and our businesses today. Some