Articles
Notes on leadership, growth & AI.
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'It Has Never Happened Here' Is Not a Risk Assessment
Strip away the ideology: climate is a risk conversation, not a belief contest — and most boardrooms have the aperture set too narrow. Every enterprise has a Nubra Valley, a place where the answer has always been 'that never happens here.' That's not a risk assessment. It's the absence of one.
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FBIF China: Decoding the China and India Consumer Opportunity
Coverage of George's DrinkTalks speaking session at the Food & Beverage Innovation Forum (FBIF) in China — on the shape of India's FMCG and consumer growth.
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Matching Complexity to Capability
AI just taught us to route every task to the cheapest capability that can handle it — and cut the bill by 85%. Now look at your org chart: senior judgment spent on junior work, a third of people's time misrouted. We keep upgrading the worker and ignoring the routing.
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Chasing Value, Not the Next Shiny Train
As an AI user I'm a fan; as an investor I'm suspicious. Blockchain promised to remake everything and mostly didn't — only stablecoins scaled, by solving a real problem instead of selling ideology. FOMO is a drug. Chase value that's proven and real, and bet the roulette table only with chips you can walk away from.
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Retiring the Lens Built for India 1961
India's FMCG giants still segment the country by a rural–urban line drawn in 1961 — while satellites showed India was already 63% urban a decade ago. That's 430 million Indians planned for as 'rural' who already behave urban. Winning India 2030 starts with retiring the lens built for India 1961.
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Robots Are Next
Back in China after ten years, I watched concierge bots, drone swarms and humanoids that were only headlines on the horizon when I left. The story isn't China — it's the clock. Robotics will arrive faster than AI did, because the rails are already laid. In India too.
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Who Wins the Spoils With AI
Tech giants are pouring in trillions they don't have to stay relevant — but the spoils won't land with hardware or software. They'll land with the users. Three-quarters of AI's gains are already flowing to 20% of companies. The urgent is crowding out the structural — and things won't settle down, so don't wait a quarter to act.
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Lean Green — Before Things Turn Red
Data was the new oil — but data needs energy, and the AI age is starving for it. China now consumes more electricity than the US, EU and India combined. In the AI era, energy will make or break competitive advantage. Lean green before things turn red.
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Growth is Granular
13 districts produce half of India's GDP, yet most companies still plan and resource at an altitude where that concentration is invisible. The problem isn't data — it's the lens. Strategy that looks brilliant at 50,000 feet never lands on the ground.
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Make AI Work For You
AI skeptics sound exactly like everyone who fought every transformation I ever led — 'it's a crutch,' 'it kills creativity.' After 34 years in the corporate world, I've never felt more capable. AI didn't make me dumber; it upgraded my operating system.
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The AI Native Gap
AI is a Ferrari most of us are still driving in first gear — global usage sits at 16%, and even users barely scratch its potential. We have digital natives, but not yet AI natives. The ones coming will make everyone else obsolete, and the window to stay relevant is narrow.
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Go to Where the Puck Is Going
Are your 2026 plans just incremental to last year — or built future-back from 2030? Most managers under-call disruption because 'this is how we've always done it.' When the macro context is being rewritten, planning to where the puck has been is how you get left behind.
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Finding Your Purpose
Purpose isn't charity work or saving the world — it's personal, and it has to be practical. Find the spot where what you love, what you're better than most at, how you want to be remembered, and what the world needs all overlap, and you stop aspiring to your best self. You become it.
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