We’re wired to spot disruption in the wrong places—chasing the latest AI feature or platform, expecting it to upend everything overnight. Google’s new ‘Shop with AI’ mode is already stirring such claims, but as my latest Substack essay Why We Keep Misreading Disruption explores the real question isn’t what these technologies do, but what deeper systemic shifts they reveal. This piece unpacks why our visions of the future often miss the mark, how globalisation’s story helps explain structural change, and what it means to see disruption as a ‘punctuation’ rather than just incremental progress.
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The Power Loom Principle
We’ve mistaken where progress really comes from. It’s not the invention—it’s the reinvention of work.
We’re pouring billions into AI, automation, and other “hero” technologies, hoping for a productivity miracle. But the real source of past leaps wasn’t the tech itself. It was how we reorganised work around it. In my latest Substack post, The Power Loom Principle, I explore how this blind spot is stalling growth—and what we must do to reignite it.
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The Tech Industry’s Existential Crossroads
The tech industry’s golden era is ending—not with a bang but with desperate monetisation schemes. Windows isn’t just Microsoft’s bad habit; it’s the nicotine delivery system for an entire industry refusing to evolve beyond outdated business models that no longer fit our increasingly complex technological landscape.
Continue readingAbundance
Klein, Ezra. Abundance. 1st ed. New York Amsterdam Antwerpen: Avid Reader Press, 2025. We’re in the middle of a crisis of constraint—affordable housing, aging infrastructure, fragmented […]
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The Geography of Desire
Privacy, Commute, and the Making of the Housing Crisis We talk a lot about zoning, construction costs, NIMBYism—but these are symptoms, not causes. The Geography of […]
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NVIDIA is a long-term bet against Moores’ Law
The abridged version of my latest Substack post. You can find the full essay as NVIDIA is a long-term bet against Moores’ Law on The Puzzle and its […]
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The Great Unraveling
The tech industry is transitioning from high-margin, high-growth to low-margin, low-growth, greatly contributing to the market ‘chaos’ we’re experiencing. After decades in of optimising processes within closed ecosystems, we’ve hit the limits of this approach.
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Let Generative AI Be Itself, Not an Imitation Human
The first proper post is up on the Substack, Let Generative AI Be Itself, Not an Imitation Human.
Continue readingBook Updates Moving to Substack
For those following my book-related posts, I’m making a slight change to how I share this work. To better organise this expanding body of work, I’ve recently launched a Substack newsletter where I’ll be sharing book excerpts, work-in-progress concepts, and applications of the analytical framework I’m developing.
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