Tag

#TechStrategy

Technology strategy is where engineering decisions and business decisions become the same decision, and these posts read the industry through that lens. I write about platform economics, the moats that work and the ones that are stories, the timing of bets, and the way a technical architecture can encode a competitive position that outlasts any single product. The pieces here cover specific companies, the cloud wars, the AI arms race, the open-source business models, and the broader patterns that repeat across cycles. Strategy is not a plan. It is a theory of how the future will unfold and a set of bets placed on that theory. The interesting strategists are the ones whose theories you can reconstruct from what they built.