Articles
Long-form writing on corporate strategy and platform architecture. Each piece is published on LinkedIn; this index is the canonical list.
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Corporate Strategy
Cisco's Example of Strategic Renewal: Why Winning is the Most Dangerous Moment in Business
Cisco announced 4,000 job cuts in the same quarter it reported record $15.8bn earnings — evidence that strong performance can mask the need for a strategic pivot. The argument: enterprises must cannibalise their own legacy units to fund the next platform rather than wait for the market to force the move.
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Market Analysis
Alphabet dominance - an alternative view
The consensus casts Alphabet as an incumbent trapped by the innovator’s dilemma, destined to lose search to generative AI challengers. This piece takes the opposite view, questioning whether eroding blue-link traffic really is evidence of decline.
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