Every board asks the wrong question: how confident are you? Confidence is a terrible investment criterion. History is full of executives who were catastrophically wrong with total conviction. Confidence isn’t insight. It’s charisma, or a good run, or enough distance from the downside that you stop feeling it. The question that actually separates enduring companiesContinue reading “What the Future Cannot Escape: A Veto Test for Strategic Bets”
Author Archives: Vijay Vijayasankar
The Strategy Isn’t Wrong. The Clock Is.
When an enterprise giant falls, the post-mortem almost always blames a lack of vision. We love the story of clueless executives ignoring the future. It’s comforting. If failure is just a lack of foresight, the fix is easy: hire better consultants, buy clearer forecasts, and hold better offsites. Except it’s rarely true. Blockbuster didn’t ignoreContinue reading “The Strategy Isn’t Wrong. The Clock Is.”
The Final Moat Is Permission
When Products Become Politics When Washington accused Beijing-based Moonshot AI of illicitly extracting intelligence from Anthropic’s flagship model to train its open-weights architecture, much of the commentary treated it like an operational detective story. The analysis fixated on technical mechanics: proxy networks, server routing, and API terms. These specifics miss the underlying system at work.Continue reading “The Final Moat Is Permission”
And Vijay Says... 