The Signal #38: how to start an innovation cluster?

From our January 20th newsletter. (Want to read them in real-time?  Please sign up!) ** We often show this diagram in presentations when talking about how Silicon Valley functions. Credit where credit is due: we developed this based on AnnaLee Saxenian’s Regional Advantage, which compared Silicon Valley and Boston / Route 128. Silicon Valley is already a functioning ecosystem. […]

The Signal #35: IT and the Channel

From our November 16, 2017 newsletter.  (Want to read them in real-time?  Please sign up!) *** Working in tech, one often hears about “the channel”. As in, we need to develop our channel partners.  Or, we’re dealing with some channel conflict issues. But generally, the channel is an undercovered  area of tech. Equity analysts don’t make […]

The Signal #29: Learn from the best

Friends – In a US job market with shorter job tenure (now 4.2 years, from 4.6) , one challenge is how to architect a career that tells a narrative, without seeming like a job-shopper. One rule of thumb we try to share with twenty-somethings entering the workforce (or MBAs returning to it), and one which […]

The Signal #23: Competitive Advantage

We’ve been lax in posting our newsletter to this website. Below is #23, on immigration and competitive advantage. ** Friends, The story of business is the story of the search for competitive advantage, preferably sustainable competitive advantage. To Michael Porter, competitive advantage meant either cost advantage or differentiation. Morningstar talks about economic moats. These refer […]