Tag: Operational Efficiency

  • The Death of Cheap Capital – Part IV

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    Why Artificial Growth Is Collapsing For more than a decade, growth became the dominant metric of success. Revenue growth.User growth.Market expansion.Valuation growth. The market rewarded scale above almost everything else. But one critical question was rarely asked: Was the growth operationally sustainable — or simply financed by cheap liquidity? That distinction now matters more than…

  • Growth Is Not Strategy.

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    For more than a decade, growth was worshipped. Revenue growth.User growth.Market share growth.Geographic growth. If it moved up and to the right, it was celebrated. But here is the uncomfortable truth: Growth is not strategy. Growth is an outcome. Strategy is a set of deliberate choices. Confusing the two has destroyed more value than any…

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