FTX collapsed in November 2022 with $8.9 billion in customer funds missing. The governance failures weren't hidden โ they were hiding in plain sight
When Capital Concentrates: What the AI Funding Pattern Is Actually Telling Us
AI is eating the funding landscape. The barbell is widening โ massive bets at the top, specialised plays at the base. The middle is thinning.
The Innovation Paradox: Why Having More Ideas Than Ever โ With Less Capital Than Before โ Is Actually a Strategic Opportunity
Ideas are abundant. Capital is scarce. That tension isn't just a funding problem โ it's a strategic signal about which innovation frameworks actually work under pressure.