When Strategy Logic Meets Capital Reality: A Researcher’s Reflection on Wolfspeed’s Collapse
When Strategy Logic Meets Capital Reality: A Researcher’s Reflection on Wolfspeed’s Collapse Wolfspeed’s bankruptcy is not a failure of industrial logic. It is a reminder that capital often runs out before good ideas can prove themselves. This article reflects on a misjudgment through the eyes of a researcher
Can Industry Analysis Survive a Narrative Break? Broadcom’s Belief Experiment and the Reflexive Market
Can Industry Analysis Survive a Narrative Break? Broadcom’s Belief Experiment and the Reflexive Market In a market where capital moves faster and narratives grow stronger, traditional industry analysis faces a profound shift. This article uses Broadcom’s acquisition of VMware as a case study to explore how a hardware
Is Adobe Losing the AI Narrative? A Closer Look at Trust, Growth, and Strategy
Is Adobe Losing the AI Narrative? A Closer Look at Trust, Growth, and Strategy In the rise of generative AI, Adobe was once considered one of the few companies positioned to lead the development of creative infrastructure. With native asset libraries, active participation in standard-setting, and an integrated
Shopify’s Narrative Reset: From Anti-Amazon Roots to an AI-Powered Future
Shopify’s Narrative Reset: From Anti-Amazon Roots to an AI-Powered Future This article explores the five key narrative shifts in Shopify’s history, revealing how a platform company uses storytelling to shape market perception, build trust, and influence valuation cycles. From its founding myth to pandemic-driven momentum, through narrative collapse
When Every Research Firm Uses AI: A Quiet Note on Reflexivity and Disruption
When Every Research Firm Uses AI: A Quiet Note on Reflexivity and Disruption Exploring the Future of Industry Research in the Age of AI-driven Prediction This piece follows an earlier reflection titled What’s Still Mine? A Knowledge Worker’s Quiet Question in the Age of AI.
From NVIDIA to the Rack: The Real AI Deployment Battle Is Just Beginning
From NVIDIA to the Rack: The Real AI Deployment Battle Is Just Beginning When we talk about artificial intelligence (AI), the spotlight usually stays on models, compute power, and chips. But the most critical phase, which is deployment, is often left out of the conversation. Getting from NVIDIA’s