Can Industry Research Really Predict the Future?
Can Industry Research Really Predict the Future? Industry researchers are often asked to predict the future: next quarter’s market share, five-year growth trajectories, the next destination in the global supply chain. But are such expectations realistic? Without systems for timely feedback, institutional validation, or long-term credibility building, can
Why Do Good Companies Struggle to Tell Good Stories? The Case of UiPath’s Narrative Mismatch
Why Do Good Companies Struggle to Tell Good Stories? The Case of UiPath’s Narrative Mismatch Some companies perform steadily and enjoy strong customer loyalty, yet never quite resonate with the market. UiPath is one such case worth observing. It has evolved from an RPA tool into an AI
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
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.
What’s Still Mine? A Knowledge Worker’s Quiet Question in the Age of AI
What’s Still Mine? A Knowledge Worker’s Quiet Question in the Age of AI In an era where even industry research may be reshaped by AI, I found myself asking: If my way of thinking and working can be replicated, what’s still mine? This is a quiet reflection