James Kerr - The Wayfinder Notes
James KerrBusiness Strategy Consultant turned Founder & AI Engineer: I write on AI, Innovation and Strategy. Day job is building Ascend, the AI playbook platform.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 9 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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jctkerr.substack.comLatest Issues
Utopia: The Case for Hope
“I must not fear. Fear is the mind-killer. Fear is the little-death that brings total obliteration.”
Frank Herbert, Dune (1965)
I wanted to talk this week about the elephant in the room I’ve been seeing the past few months: the Fear and H...
The Big Blind
The trade clears at 09:30:01. A retired schoolteacher in Dundee owns a sliver of SpaceX now, bought at the open, at whatever the open was asking. She didn’t choose it. She’s never heard of the seasoning rule, couldn’t tell you what an index...
A Promethean Pickle: Building in Public Now Gives the Game Away
In business, I look for economic castles protected by unbreachable moats.
Warren Buffett, Berkshire Hathaway annual meeting (1995)
The Secret and the Patent
In 1886, a pharmacist in Atlanta named John Pemberton wrote down...
Goliath's Bane: Why Company Size has Stopped Being A Moat
A Tale of Two Sizes
Giants are not what we think they are. The same qualities that appear to give them strength are often the sources of great weakness.
Malcolm Gladwell, David and Goliath (2013)
There is one strange detail in...
The Icarus Intelligence Problem
In Business Innovation & Strategy the first thing worth learning is that value creation and value capture are not the same thing.
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The writers behind this newsletter.
I write about AI business strategy: what actually changes, who wins, what to do about it, and sometimes how I build with it • Ex-Accenture Strategy Consultant turned AI Engineer • Co-founder of CURN, AI Advisory and Playbook Platform
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