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Essay · Jul 04, 2026 · 11 min

Innovation is a supply chain problem.

Why portfolios beat projects — and how to structure yours.

Innovation is a supply chain problem.
Innovation is a supply chain problem.Essay

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In the meantime, the working notes below sketch the argument.

The argument

Every serious piece of work begins as an unresolved question you can't quite put down. This one is no different.

The best writing comes out of the same discipline as the best product work: pay attention, name the thing honestly, ship it when it's ready.

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