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It was one of those moments when you do one of those internal sanity checks. A discussion which should have been a stimulating debate on ‘diversity’ turned into a mind warp, 15mins into what become a fractious exchange of views on terminology and ‘sensitivities’ I exited stage left. Well done, modern society. Truly, bravo. We […]
November 23, 2025
Once upon a time, building trust at work was simple. You turned up, made eye contact, remembered someone’s birthday, nodded sympathetically at the printer and occasionally bought doughnuts. Trust grew through shared oxygen and shared irritation. You did not need an operating model, you just needed a desk and a kettle. Then remote work arrived […]
November 21, 2025
For decades, business leaders embraced the idea of a global village a world increasingly interconnected through trade, technology and shared prosperity. The model was simple, efficiency over geography, cost optimisation over redundancy and international interdependence as a stabilising force. Globalisation was not merely an economic strategy, it became an assumed operating system for modern business. […]
November 19, 2025
As the week began it would appear sensible questions are being asked about the obscene As the week began it would appear sensible questions are being asked about the obscene valuations Artificial intelligence (AI) stocks are attracting. Not to mention the economics of corporate debt being bet on single AI horses, like Oracles on OpenAI. […]
November 15, 2025
In theory, cybersecurity is a beautifully tidy universe where every participant behaves like a perfectly rational chess grandmaster. Attackers weigh cost versus reward. Organisations invest wisely to reduce risk. Users follow security policies because obviously security is important. In this world, everyone is a logical, well-intentioned adult, which is fanciful because none of this has […]
November 11, 2025
This week it was the turn of Cloudflare to have an outage enforcing a self-imposed denial of service on its customers that included OpenAI and Twitter. This follows AWS and Microsoft in recent weeks, events raising an increasingly urgent question – Do we now need a framework for Globally Systemically Important Technology Corporations, a G-SiTec […]
November 10, 2025
I have developed a habit of scanning the opposite horizon when attention converges too tightly on one idea or trend. It has served me well, mass focus / group think can create distraction which in turn creates blind spots that can be exploited by actors who thrive in the absence of attention. So when I […]
November 8, 2025
Is Artificial Intelligence (AI) becoming the corporate world’s favourite stimulant (and many individuals if recent research is correct – ‘Generative artificial intelligence addiction syndrome: A new behavioural disorder?‘), the digital crack cocaine of the 21st century? Everyone is getting on it. From interns to CEOs, everyone wants a hit of insight, a rush of efficiency, […]
November 6, 2025
So the momentum picks up and pundits are betting on the AI bust … ‘The Big Short’s’ Michael Burry is back with cryptic messages and two massive bets, you guessed it, Mag-7 members are up front and central as prospects in a AI bubble collapse. So the following thoughts maybe a bit academic if this […]
November 1, 2025
A thought occurred to me off the back of some of my reading that led to earlier missives on the subject that had me revisit the boom in AI valuations through the lens of how it is fuelling an S&P 500 renaissance. Trillions in market value have been added on the back of artificial intelligence […]
November 29, 2025
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