This is less of an 'Operating Week Ahead' and more of a 'Corporate Strategy Decade Ahead.' 😉
Brilliant map of the terrain (Energy, Governance, Micro-Firms). The point on 'Energy as the new Moat' is something 99% of digital operators are sleeping on.
I appreciate the energy angle. To that, I'd add control of shovels and diggers. Lining up projects is one thing, having ENOUGH physical labor might be another story
This topic of the AI bubble is really interesting — the comparison to the dot-com bubble and the emphasis on infrastructure and governance makes the risks and opportunities in AI very clear.
Thanks, John. Another incredibly deep dive and well-researched article. As I continue my Substack journey, this is really useful for me to read, because even though I'm not quite an influencer yet, it's really important that I start to maybe think of myself as a firm rather than as an individual. Thanks as ever for the research-backed inquiry into this work.
The split isn’t tech vs non-tech, or big vs small. It’s operators who embed adaptability into systems versus those still treating change as a recurring project
This analysis is a wake-up call: adaptive systems, AI-native operations, and governance, not scale or talent, define who thrives in 2026’s bifurcating economy
This is less of an 'Operating Week Ahead' and more of a 'Corporate Strategy Decade Ahead.' 😉
Brilliant map of the terrain (Energy, Governance, Micro-Firms). The point on 'Energy as the new Moat' is something 99% of digital operators are sleeping on.
I appreciate the energy angle. To that, I'd add control of shovels and diggers. Lining up projects is one thing, having ENOUGH physical labor might be another story
This topic of the AI bubble is really interesting — the comparison to the dot-com bubble and the emphasis on infrastructure and governance makes the risks and opportunities in AI very clear.
I'm after my slice of that extra $250 billion coming to creators by 2030 😁🍰
Thanks, John. Another incredibly deep dive and well-researched article. As I continue my Substack journey, this is really useful for me to read, because even though I'm not quite an influencer yet, it's really important that I start to maybe think of myself as a firm rather than as an individual. Thanks as ever for the research-backed inquiry into this work.
Glad it helped, Sam, operating seriously changes how you build.
The split isn’t tech vs non-tech, or big vs small. It’s operators who embed adaptability into systems versus those still treating change as a recurring project
Dennis, where do you see organizations still stuck in project thinking?
This analysis is a wake-up call: adaptive systems, AI-native operations, and governance, not scale or talent, define who thrives in 2026’s bifurcating economy
Appreciate this, Michael, the separation is happening faster than most expect.