September 2026

  1. New essay

    Partnership as Strategy: How Ecosystems Become PlatformsWorking paper

    Partnership has become one of the most overused words in business. Companies announce strategic partnerships, recruit partners, and measure partner-sourced pipeline — usually before answering a prior question: why should another organization commit scarce resources to us at all?

  2. New framework

    Ecosystem FormationWorking paper

    How incomplete technologies become industry platforms. A sequence running from strategic thesis to self-reinforcing flywheel, for markets no single company can create alone.

August 2026

  1. New essay

    Why Unmodeled Decisions Are Becoming the Biggest Risk in BusinessWorking paper

    For decades, organizations have described themselves as data-driven. Yet the most consequential business decisions have rarely been driven by structured data alone. They depend on conversations, judgment, competitive dynamics, customer sentiment, organizational behavior, and countless other forms of qualitative knowledge that resist traditional quantitative analysis.

  2. New framework

    Decision CapitalWorking paper

    The flagship framework. A strategic asset, alongside human and intellectual capital, that compounds over time and is independent of any single technology.