12/11/2025
When the World Goes Commodity
Interesting uptick this week on posts related to value erosion. Companies sense the danger: when you play the commodity game, you surrender your strategy. More thoughts here:
Mon Dec 08, 2025 11:00 AMx/the-problem-with-dots/
You probably hear this once a day: “Just connect the dots.” Or, “All you have to do is connect the dots.” But here is the problem with dots: what if you don’t see them all when you start connecting? I was born red-green color blind, but didn’t know it until I got to college. I […]