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Three cases from The Heart of Innovation, picked to demonstrate the ideas of Deliberate Innovation.
A theory of demand (and product market fit) that explains it all, and does NOT require ‘pain’ to do it.
Every Asian Tycoon we’ve examined got their start in a world with tariffs. They could thrive and adapt under severe uncertainty. So can we. Here’s how to calibrate for that world.
We study the rise of Vanguard, the index fund management company, as a case study of how customer demand is not always about pain.
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Better late than never, I’m doing a quick update on April. More for the record than because anything particularly notable happened in the portfolio, ignoring the mid month gyrations. It was a lovely month, April. I did a bit of travelling, but the UK had generally lovely spring weather – as the photos illustrate. I… Continue reading April 2025 – balmy weather, barmy markets →
Anthropic has officially launched the Claude 4 model family, and with it, the frontier of artificial intelligence just shifted again.
Three cases from The Heart of Innovation, picked to demonstrate the ideas of Deliberate Innovation.
Coinbase’s substantial data breach coincides with a convenient terms of service update, while the GENIUS Act stablecoin bill regains momentum in the Senate
