Mike Walsh

Recent Posts

Cheap Cognition Demands A New Strategy

Posted by Mike Walsh ON 9/25/25 7:41 AM

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When we think about industrial revolutions, we usually focus on the technology — the steam engine, the light bulb, the transistor, the internet. But the true power of an industrial revolution is not the technical invention itself. It is the way that invention permanently alters the unit cost economics of doing valuable work.

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CATEGORY: Leadership

The Real Story Behind Meta’s New Glasses: The Race for AI’s Next Architecture

Posted by Mike Walsh ON 9/18/25 9:45 AM

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Meta and EssilorLuxottica just unveiled their newest Ray-Ban Display smart glasses: stylish frames with a built-in display and a neural band for intuitive control. Tech outlets are already celebrating the design, the convenience, the futuristic promise. But the real story isn’t what these glasses allow you to see. It’s what they allow AI to see.

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CATEGORY: AI

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

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