8frameworks
Showing 1–8 of 8
001→002→003→004→005→006→007→008→
Decouple the Product from the Megaproject Gate
When a flagship build stalls, stop holding the investments that drive your core product hostage to it — fund the product side now and bundle only what truly must be co-located.
Risk Box PM Partnership ModelIn-depth
Predefined PM guardrails that protect downside while enabling decade-long investment relationships.
The Volatility Distortion Effect
Short-run risk metrics force long-horizon institutions to act like day traders
Productive vs Extractive Capital
Distinguish capital that builds value from capital that merely shuffles ownership.
Short-Term Shareholder Value TrapIn-depth
When average holding periods collapse, ownership becomes extraction.
The 70-20-10 Innovation Allocation Rule
Structure innovation into three separate buckets — the 10% bet is where paradigm returns live
Capex-for-Headcount Substitution ModelIn-depth
At the 5-year horizon, GPU + agent spend replaces engineering headcount — treat it as capital allocation, not cost-cutting
Capital Allocation Framework
Allocate capital effectively