The Market Got It Wrong Twice in One Day
Last week I had coffee with a senior executive at one of Europe’s leading enterprise software providers. We talked about my earlier article on the dot-com lessons for AI. In that article I described how we burned €28 million on e-commerce hype, because we started with...
Supply Chains Are Now Battlefields
How Leaders Turn Exposure into Advantage For years, supply chains were measured on cost, service, and efficiency. Move faster, buy cheaper, execute tighter—and you won. That logic no longer holds. As retired U.S. Air Force Major General Cam Holt put it: “The supply...
The Rise of the Strategic 3PL: Logistics as a Source of Resilience
It’s no secret that global supply chains are under pressure. Definitely, April 2025 was a wake-up call. With tariffs surging and trade lanes rerouting overnight, companies across industries found themselves scrambling for alternatives. And in the middle of it...











