3 dispatches
One of the great lessons of the last few years of geopolitics and economics is that it’s not enough to simply have moral/legal authority and money, real power and prosperity requires actual physical inventory and manufacturing capacity. In a world where Russia is willing to buck sanctions and condemnation to invade a sovereign nation and where trade barriers / epidemics can...
Strong regional industrial ecosystems like Silicon Valley (tech), Boston (life science), and Taiwan (semiconductors) are fascinating. Their creation is rare and requires local talent, easy access to supply chains and distribution, academic & government support, business success, and a good amount of luck. But, once set in place, they can be remarkably difficult to unseat.
I’ve been on my current consulting case for about 3 months. It is a strategy case for a technology client. As a result, I’ve been able to do a great deal of work researching various technology markets and trends, ranging from the typical (Internet search) to the more esoteric (grid computing), as I help the client scope out possible expansion opportunities.