The hottest Technology Strategy Substack posts right now

The Intel board is seen as unqualified, with many members lacking the necessary semiconductor experience. This has likely contributed to the company's ongoing struggles.
Pat Gelsinger, the former CEO, was fired despite being technically skilled and wanting to help the company. His optimistic approach conflicted with the board's short-term focus.
The board's focus on maximizing shareholder value might lead to harmful decisions like breaking up the company, which could hurt its long-term prospects and impact the industry and U.S. competitiveness.

CEOs face challenges with limited skills and expertise in implementing AI initiatives.
Businesses struggle with data complexity and ethical concerns when it comes to utilizing AI.
Companies need to align AI opportunities with business goals, estimate costs upfront, and prioritize continuous reskilling for successful AI implementation.

The computing-and-networks era has matured, so value is shifting from pure software to embedding that technology into physical systems like manufacturing, energy, and infrastructure.
Energy production and process knowledge are now central sources of national power — electrification and advanced manufacturing decide strategic advantage, and countries that rebuilt deep industrial ecosystems have leapfrogged rivals.
Global finance and institutions are being rewired after political and regulatory shocks, with the US functioning as a major investment platform and programmable capital/tokenisation poised to remake how assets are issued and traded.

Businesses need to move fast in adapting to AI or risk being disrupted.
Data and AI strategies must focus on getting buy-in and overcoming resistance from business leaders.
Businesses must generate incremental value from technology investments to avoid becoming cost centers.

America used to be a leader in manufacturing but lost many skills and factories due to outsourcing. Now, it needs to rebuild those capabilities to compete in a changing world.
Rebuilding the industrial base isn't just about money or machines; it's about regaining the know-how and skills in manufacturing that have been lost. This includes training new workers and fostering communities of engineers.
U.S. policies like the CHIPS Act aim to support domestic manufacturing and technology, but success will depend on collaboration, effective leadership, and a focus on practical skills and processes.

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