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Who Will Actually Do the Work?
Every strategy is a claim on organizational capacity. The best owners underwrite that capacity before they spend it.
Sep 29
•
Bryan Kaus
When the Product Becomes the System
What bananas, United Fruit and Sam Zemurray reveal about strategy, scale and the obligations that come with power
Sep 22
•
Bryan Kaus
Starting Is Cheap. Building Is Still Hard.
Technology can give a founder the capabilities of a company. It cannot build the institution for you.
Sep 15
•
Bryan Kaus
Twenty-Five Years Later, I Still Remember the Light
On September 11, innocence lost, and the audacity to keep believing in one another
Sep 11
•
Bryan Kaus
Who Absorbs the Shock?
What Alfred Sloan can teach us about an uneven economy, and why the same pressure produces very different outcomes
Sep 8
•
Bryan Kaus
2
The Renewable Fuels Rebound Is Real. The Margin Story Is More Complicated.
What Germany’s HVO surge, tight U.S. distillate markets and shifting feedstock economics reveal about what is structural, what is cyclical, and what…
Sep 1
•
Bryan Kaus
August 2026
Build for the Turn
Why the strongest companies preserve choice when the cycle changes.
Aug 25
•
Bryan Kaus
Cheap Capital Is Not a Business Model
The AI buildout is real and the capital is abundant. Neither guarantees a return.
Aug 18
•
Bryan Kaus
The Gate
Some books you have to live before you can understand
Aug 11
•
Bryan Kaus
It Worked There, It'll Work Here
Precedent is not evidence. The conditions that produced it are, and they usually stay behind.
Aug 4
•
Bryan Kaus
July 2026
Tesla Is Trying to Become a Different Company
The market is right to question the cost. It may still be underestimating the scale of what Tesla is trying to become.
Jul 28
•
Bryan Kaus
The Love of the Marvelous
And the Disbelief of the True
Jul 21
•
Bryan Kaus
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