Briefs and Notes

Asia Letter, Q3 2017: Cuban Cigars in China, Chinese Cars in Mexico

In this week's discussion, Scott Foster lays out a perspective that may be up for some debate, but which is almost certainly exactly how Singapore, China, Japan, and the...

Special Letter: Venture Investing in Deep Science

In this week's issue, Doug Jamison and Steve Waite explore when venture funds are drawn into profitless get-rich-quick social networking schemes and are not available for...

The Real China Plan – Part I: Going Out

Contrary to Western (and Asian) media stories on the issue of China's behavior, and to the many media stories planted by China on its actions and intentions, the country's...

The Little Tail

A small dip in revenues at the beginning of Q1 2000 was the beginning of a rout in the technology sector, and in the equity markets in general. In the case of the GFC, it...

The Irresistible Forces Behind Flow Computing

In this interview, Larry Smarr sets out the reasons and drives behind the need for, and ultimate architecture of, flow computing, which he and I believe is the inevitable...

Special Letter: The Carbon Trifecta

Imagine a world in which carbon is a source of value rather than a bane. Imagine carbon dioxide returning to pre-industrial levels. Weather displaying more predictable...

Build, Optimize, and Present a Risk-Based Security Budget – Executive Brief

Read this Executive Brief to understand how to build a risk-based budget and what requirements you need for a defensible security budget.

Global Flows and Disruptions: From the Economy to the Environment

As we were realizing that we had discovered the two primary actions underlying literally everything else in the world, I had the chance to talk with Bill Janeway about...

Enablers and Vectors: Accelerating Innovation Deployment, Part II – Unicorns and Profitless Disruptions

In this week's discussion, I will take a look at the part of Valley startup culture that gets almost all of the outside attention, and a gigantic fraction of investor...

Embrace Information Lifecycle Management in Your ECM Program – Executive Brief

Read this Executive Brief to understand why expanding volumes of information and an increasingly complex regulatory environment is driving the need for information...
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