Content

Strategic insights on blockchain, AI, security, leadership, and career in an age of disruption.

Quantum Computing's Hidden Opportunity in Drug Discovery
June 05, 2026·5 min read
AI
Opinion

Quantum Computing's Hidden Opportunity in Drug Discovery

Quantum computing can accelerate drug discovery by simulating molecular interactions classical computers can't model. Learn why pharma leaders should balance security risks with transformative R&D potential.

Recent Essays

#strategy

24 posts

Banking License: The Cultural Transformation Fintech Misses
May 26, 2026Opinion

Banking License: The Cultural Transformation Fintech Misses

Becoming a bank requires more than regulatory approval—it demands a fundamental cultural rebirth. Learn why risk management must lead strategy.

Trust as Valuation: Why Disclosure Now Beats Compliance
May 25, 2026Opinion

Trust as Valuation: Why Disclosure Now Beats Compliance

As synthetic data floods markets, companies with rigorous disclosure and independent attestation gain competitive advantage through lower cost of capital.

Beyond Quantum Threats: The Real Opportunity
May 08, 2026Opinion

Beyond Quantum Threats: The Real Opportunity

While executives obsess over quantum encryption threats, the transformative potential of quantum computing in solving century-old problems like nitrogen fixation and drug discovery remains overlooked.

Bitcoin's Principle Problem: When Governance Kills the Moat
May 04, 2026Opinion

Bitcoin's Principle Problem: When Governance Kills the Moat

BIP-361 exposes Bitcoin's vulnerability: the moment unconditional ownership becomes debatable, the core principle—and the entire investment thesis—fundamentally changes.

AI Leadership: Where Will Future Leaders Come From?
April 09, 2026Opinion

AI Leadership: Where Will Future Leaders Come From?

Explore three leadership models through sports icons and what happens when AI agents replace the playing field that builds tomorrow's leaders.

Superapps: Building Utilities vs. Casinos
January 06, 2026Opinion

Superapps: Building Utilities vs. Casinos

Nubank and Robinhood pursue opposite superapp strategies: one builds essential financial utilities for lifetime value, the other gamifies engagement. Which model actually wins?

Silicon Valley's Rebranding Obsession: Why We're Lying
January 02, 2026Opinion

Silicon Valley's Rebranding Obsession: Why We're Lying

Tech leaders are rebranding old concepts with trendy names—gambling as 'prediction markets,' consultants as 'full-stack startups.' We're innovating with a thesaurus, not real progress.

Stop FOBO: Why Perfect Decisions Cost You Everything
December 18, 2025Opinion

Stop FOBO: Why Perfect Decisions Cost You Everything

FOBO paralyzes decision-making while competitors ship. Learn why 'good enough' compounds faster than perfect analysis.

AI Agents: The Screen Time Solution Leaders Miss
November 06, 2025Opinion

AI Agents: The Screen Time Solution Leaders Miss

AI agents could eliminate 80% of digital busywork, but the real challenge isn't technology—it's whether freed time fuels strategy or distraction.

How OpenAI Eliminated the Coordination Tax
November 04, 2025Opinion

How OpenAI Eliminated the Coordination Tax

OpenAI shipped two category-defining products in 30 days by eliminating coordination overhead. Learn why traditional enterprise processes are now obsolete and what parallel execution at scale means for your organization.

Cyborg vs Robot: Reading the AI Future Right
November 03, 2025Opinion

Cyborg vs Robot: Reading the AI Future Right

Companies fail by predicting wrong, not by poor execution. Explore why the cyborg vs robot AI debate might be the wrong question entirely—and how to stay adaptable when the future is uncertain.

The Director Model: Why Maker/Manager is Obsolete
October 13, 2025Opinion

The Director Model: Why Maker/Manager is Obsolete

AI agents are dissolving the maker/manager divide. The new role is director—orchestrating parallel systems while maintaining creative control and vision.

Jay Schulman — Plan for Thursday