Disruption Theory
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Paradigm Shifts and the Winner’s Curse
When paradigms change, previous winners have the hardest time adjusting; that is why AI might be a challenge for Apple and Amazon
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An Interview with SAP CEO Christian Klein About Enterprise AI
An interview with SAP CEO Christian Klein about why one of the oldest software companies of all is well-placed to win with the newest technologies.
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Apple and the Ghosts of Companies Past
Apple is not doomed, but for the first time in a long time its long-term fortunes are cloudy; the time to make change is now.
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An Interview with Dan Kim and Hassan Khan About CHIPS
An interview with Dan Kim and Hassan Khan about their work distributing CHIPS program money, and why they are optimistic about U.S. industrial policy going forward.