Thinking
Ideas worth thinking through.
Essays and video episodes on supply chains, AI, consciousness, geopolitics, and the questions nobody asks at work.
The Long Game
How power, money, and strategy actually work.
One non-obvious, second-order idea per episode — the kind you can use at work tomorrow. Some run a minute, some run longer. See the whole board.
Essays
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May 3, 2026
Meditation, ReLU, and the Architecture of ConsciousnessCould consciousness be a transfer function applied to experience? Exploring the intersection of meditation, neural activation, and AI.
Read →Sep 4, 2025
One Bug, Many Factories: The Supply Chain Fallout of CVE-2025-31324CVE-2025-31324 is a reminder that cybersecurity and supply chains are inseparable; one ERP vulnerability can halt factories and sales alike. JLR’s recent shutdown underscores the urgency for companies to strengthen their defenses before small cracks become major breaks
Read →Sep 2, 2025
Why Your AI Team Doesn’t Need a Manager; Rethinking Agentic AI Workflows for Scalability and EfficiencyMost AI workflows today mimic human org charts, with an “AI manager” orchestrating worker agents. While this feels intuitive, it creates bottlenecks, wastes compute, and limits scalability. This blog explains why orchestrator-centric designs are inefficient ; and shows how graph-based, router-driven, and blackboard-style workflows unlock the true potential of agentic AI.
Read →Aug 31, 2025
Muscles, Not Glass; The Antifragile supply chainFragile breaks. Resilient survives. Antifragile wins.Your supply chain isn’t tested on spreadsheets;it’s tested in crises..
Read →Aug 28, 2025
Capex with flex; Don't let traditional supply chain planning systems kill your AI edgeHow flexible supply chain architectures can unlock agility and resilience in global supply chains.
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