
Investor and board-level advisor in automotive, mobility, and SaaS. I write about judgement, capital allocation, technology shifts, and building durable businesses—drawing on experience and latest trends.
| Platform | Pricing | Only free issues | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 149 | Founded | a year ago | Last Issue | 4 days ago |
| Active | |||||

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Its November strategy update offers a useful lesson for automotive retail: the customer experience depends on what happens long before the handover.
Reading CarMax’s November strategic update, the det...
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The latest funding figures look dramatic. Strip out two extraordinary AI raises and a different story emerges: capital is still flowing, but investors are asking which parts of the software stack will...
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We are back from a half-term week in Portugal with the family. Some sunshine, some golf and a welcome change of pace.
Catching up with the weekend papers has left me with a mixture of reactions. There...
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Aswath Damodaran values Anthropic at roughly $1.5 trillion. The number matters less than what has to go right to just...
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A half-term break in Portugal with the family feels like a good opportunity to return to some books I first read three or four years ago.
Among them are Autonomy, The Lean Startup, The 4 Disciplines o...
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Investor and board-level advisor in automotive, mobility, and SaaS. I write about judgement, capital allocation, technology shifts, and building durable businesses—drawing on experience and latest trends.
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