Strategy May 2026
Tacit Knowledge Is Your Moat. Here's How We Fill It.
Why Berkeley's "next competitive moat" isn't a metaphor — and what it takes to actually fill it.
Writing
Blog
On autonomous decisions, the AIIO operating model, the shared world model, and the inversion of the planning function.
Technical April 2026
We Already Have the Graph
Most AI-native risk products are solving the wrong problem — extracting a supply-chain graph from text. Autonomy starts from the other direction. The technique stack inverts.
Industry March 2026
The Agentic Inversion in Supply Chain
Jordi Visser's thesis on how digital economic activity transitions from human-constrained labor to machine-driven execution, and what it means for planners.
Technical March 2026
Stop Using Averages for Safety Stock
A supplier with a 10-day average lead time that varies from 5 to 25 days is not the same as one that consistently delivers in 9-11 days. Distribution fitting changes everything.
Company March 2026
Why We Built Autonomy
The supply chain planning industry is stuck. Here's our diagnosis, our guiding policy, and the coherent actions we're taking to fix it.
Technical March 2026
Your ERP Knows the Structure. It Doesn't Know the Planner.
Why the most critical layer of supply chain knowledge has never been captured — and what changes now.
Strategy March 2026
The Decision Flow Problem
Why your supply chain planners spend 95% of their time not planning, and how BCG's Rules of Response apply to information flow.