PERSPECTIVES

How we think about hard technology.

Occasional writing on the strategic implications of quantum, space and energy technologies. We write when we have something specific to say.

Featured

QUANTUM · STRATEGY8 min read

Why most corporate quantum strategies will need to be rewritten

The commercial timeline for fault-tolerant quantum computing has shifted significantly in recent years. Companies that built strategies on earlier assumptions face a material recalibration.

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All perspectives

ENERGY · HYDROGEN6 min read

Green hydrogen: separating the durable opportunity from the noise

Green hydrogen has attracted extraordinary levels of policy support and corporate interest. Not all of it is well-founded. A framework for distinguishing the durable from the speculative.

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SPACE · INFRASTRUCTURE7 min read

Satellite constellations and the industrial enterprise: a strategic map

Low-earth orbit satellite constellations are reshaping connectivity, earth observation and positioning. For industrial enterprises, the strategic implications are broader than most have recognised.

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A complex technology decision ahead?

We work with a small number of clients at any time. If you are facing a significant technology or market strategy decision, we would like to hear about it.

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