Decision Making… The Power Law: Energizing Returns on Chance in Innovation and Investing 7 Jan 2026 The Power Law reminds us to think bigger. People systematically misperceive long tail risk, which creates arbitrage opportunities for those who manage uncertainty well. We discuss five strategies to identify…
Decision Making… Entrepreneurial Intent: No Regret Decisions 21 Nov 2025 Entrepreneurship is a latent trait lying dormant in many and activated by intent to identify an opportunity and launch a startup. As fortune favors a prepared mind, this article presents…
Author… THINK: Make Comments Count 18 Jan 202519 Jan 2025 THINK was the one engraved sign that adorned the desk of Thomas Watson, founder of the world’s most powerful technology company. In the 1950s, IBM had over a 50% market…
Business Area… Seeking Alpha: How Investors Derive Signal from Noise 16 Jan 202519 Jan 2025 In recent months, the investment community observed the passing of Charlie Munger and Daniel Kahneman. Munger and Kahneman came from different disciplines but shared the same objective: improving judgment in…
Business Area… The Checklist Manifesto: Three Practices to Improve Venture Capital Performance 16 Jan 202519 Jan 2025 Summit day on Mount McKinley! Tent bound at 18,000 feet for two days in blizzard conditions, we were eager for our summit bid on the highest mountain in North America.…
Business Area… Investing in Generative Artificial Intelligence & the Gartner Hype Cycle: Is the Hype Worth It? 15 Jan 202519 Jan 2025 “We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful.” Warren Buffett, 1998 Berkshire Hathaway annual report Is now a good…
Business Area… Startup Pacing: Accelerate Growth to Win New Markets 15 Jan 202523 Jan 2025 Pacing and Performance: Be Quick but Don’t Be in a Hurry As we enjoy March Madness, the college basketball tournament is a clinic in clock management. In games calibrated for…
Business Area… Three Cardinal Sins of Investing: How Artificial Intelligence Can Help Identify Founder Fit 15 Jan 202519 Jan 2025 What do Amazon, Alibaba, AirBnB, Bentley Systems, Cisco, DataDog, PagerDuty, Peloton, Pinterest, Robinhood, SquareSpace, Uber, Udemy and UIPath have in common? In Secrets of Sand Hill Road, Scott Kupor described…
Business Area… Regulatory Capture: Navigating the Third Rail of Innovation 15 Jan 202523 Jan 2025 Trailing through the darkened corridors of political power are the insidious tendrils of corporate and elite influence. A particularly pervasive and pernicious form of political influence is regulatory capture where…
Business Area… Mapping the Territory: Exploring Uncharted Markets 14 Jan 202523 Jan 2025 “The Earth’s surface is 70% water. That water is uncarbonated. Therefore, the Earth is … flat.” When Mapping the Territory, beware of maps and mental models used out of context.…
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