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
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