Mike Walsh

Recent Posts

The Rise of the Digital Keiretsu: AI’s New Industrial Order

Posted by Mike Walsh ON 9/10/25 2:29 AM

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Hong Kong has always been a city of crossings — of goods, people, and ideas. For me, it is also personal: as the child of Chinese and English parents, it felt like a living bridge between East and West. Its fortunes have shifted with protests, lockdowns, and geopolitical tensions, yet Hong Kong remains a gateway — not just to trade, but to the future of industrialization. Almost everything we touch daily — from smartphones to medicines to furniture — has, in some way, been conceived, financed, manufactured, or shipped through the Greater Bay Area.

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CATEGORY: Transport & Logistics

Sovereign AI: Why Nations Need Their Own Intelligence Stack

Posted by Mike Walsh ON 9/4/25 6:10 AM

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For most of history, sovereignty meant the ability of a nation to defend its borders and control its resources. Later, it meant building industries, securing food and energy supplies, and mastering communications networks. But in the 21st century, sovereignty is taking on a new dimension: the ability to build and harness intelligence itself.

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CATEGORY: Government

Retail’s Next Revolution

Posted by Mike Walsh ON 8/25/25 1:19 AM

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Standing in the Grand Bazaar of Istanbul, one of the world’s oldest continuously operating markets, it is hard not to be struck by retail’s endurance. For more than 500 years, merchants and customers have met here to trade goods, haggle over prices, and socialize. Empires have risen and fallen, technologies have transformed entire economies, yet the marketplace persists.

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CATEGORY: Retail

The Reinvention of Automotive Retail

Posted by Mike Walsh ON 8/19/25 6:42 PM

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Of all the industries confronting the disruptive potential of AI, automotive may be one of the most visible—and the most vulnerable. The dealership model in particular, long resistant to transformation, now finds itself in the crosshairs of multiple converging pressures: economic volatility, the shift toward electrification, changing consumer behaviors, and a new expectation for sophisticated digital experiences. The way forward is not simple. This is not just another technology wave like ERP or CRM. This is a full-scale operating model transformation, catalyzed by a new class of intelligent systems: AI Agents.

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CATEGORY: Automotive

The Legal Profession Is Entering Its ‘AI Reckoning’

Posted by Mike Walsh ON 8/12/25 1:50 AM

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For over a century, the legal industry has been insulated from the kind of disruption that transformed sectors like retail, entertainment, and finance. But that era is coming to a close. As I shared recently on the ‘Pearls On, Gloves Off podcast’ with Mary O'Carroll we are standing at the edge of an apocalyptic moment for the legal profession—one that’s as much about mindset as it is about machine learning.

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CATEGORY: Legal

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