David Senra runs a remarkable podcast series on “Founders” - he unpacks the traits of founders that have outsized impact on their industry(s) and the world, warts and all. This summary of his interview with Patrick O'Shaughnessy aims to distill key insights into the relationship between excellent founders and excellent ideas.

Companies I have worked in or with, have needed help building flywheels. Often this starts with building and testing financial models, go to market assumptions, brainstorming target market priorities, or coming up with fundamentally new product and service offerings that help them meet market expectations. Focusing on creating a flywheel that delights customers, when you are targeting the wrong customer segment, or targeting them with the wrong features and pricing, could set you back months if not kill your business. Here is some advice on how to stop that happening

Ken is a Professor in Computer Science and a pioneer in the field of neuro-evolution. He is also the co-author of a book called “Why Greatness Cannot Be Planned” which details a provocative idea that setting big, audacious goals can reduce the odds of achieving something great. This article summarises the research and how to apply it

If I had to sum up the key constraint on innovation (and by default, successful investing) in one sentence, I would say most companies (be they fund managers, industrial conglomerates, start ups and everything in between) value arriving at certainty over exploring the unknown. Be a laggard or slow follower at your peril!

Is green hydrogen going to be “a thing” in the zero emission economy? Or will chasing the green hydrogen dream end up spawning white elephants?

Tesla AI Day: 5 implications for markets and humanity, that we should be talking more about

A comparison between VW Power day and Tesla battery day reveals a lot about the differences between the two companies, and not just the difference between their strategies.

It all begins with an idea.

It all begins with an idea.

A place where I share examples of “bad thinking” - or is this just my confirmation bias?