• PC Financial: The Bank That Was Never a Bank

    PC Financial: The Bank That Was Never a Bank

    From Clarity to Gravity: PC Financial A Note Before We Begin: I’m a positioning strategist, not a financial analyst, and I have no inside access to PC Financial’s data, internal strategy, or Barry Columb’s thinking. What I have is what’s…

  • OpenAI: The Intelligence Utility

    OpenAI: The Intelligence Utility

    From Clarity to Gravity: OpenAI + Sam Altman A positioning analysis of the company that created a category, owns a product noun, and is searching for the concept underneath. A note before we begin. I wrote this analysis because I…

  • Palantir: The Company That Owns a Concept It Rarely Names

    Palantir: The Company That Owns a Concept It Rarely Names

    From Clarity to Gravity: Palantir Technologies A positioning analysis of Palantir Technologies and CEO Alex Karp A Note Before We Begin: I have been watching Palantir closely for a while now. The work Alex Karp and the team have built…

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