Decision Memos

Judgment Under Irreversible Conditions

Short executive memos examining moments where strategic outcomes are determined not by analysis alone, but by judgment under uncertainty — often earlier, and more quietly, than leaders expect.


Decision Memo

When Meetings Become Decisions

How high-stakes interactions quietly determine strategic outcomes — before formal negotiations, governance, or documentation begins.

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Decision Memo

The $2.3 Billion Paradox

Why unprecedented AI investment in biopharma has failed to reduce cost, time, or risk — and what leadership judgment is missing.

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These memos are written for senior leaders, investors, and boards navigating decisions where reversibility is limited and second-order consequences dominate.

They are not prescriptive frameworks. They are judgment surfaces.

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