🔗 I Hate Fish ~ Rands in Repose
I read this - and my mind drifted back to an old ‘Martini Shot’ podcast where Rob was talking about the exact same thing - though with a great deal more humour.
🔗 Anthropic Just Sent Shockwaves Through the Entire Stock Market by Releasing a New AI Tool
Engagement platforms amplify whatever thinking you’ve put into them. If the thinking is clear and explicit, they amplify coherence. If it’s fuzzy and fragmented, they amplify fragmentation - but at scale. Everyone having AI tools doesn’t create coherence. It accelerates fragmentation.
Be careful out there. It’s not easy.
🔗 Tesla Stock Plummeting Since Musk Busted in Epstein Files
.. can’t deny its down - but then isn’t everywhere right now?
.. and plummeting?

Call that a plummet?
… in case you were thinking that everything is ok.
Once more everybody is jumping up and down over ads. Once more to remind that ads do make (a few aspects of) the world go round.
But
If I am paying you to use your product … I do not want you to put ads in that product.
The ad isn’t the real problem .. it’s the tracking. My ‘ad blocker’ doesn’t block ads .. it blocks the ability for the advertiser to track me. Why do we still not understand this?
If I want you to provide your service without tracking and/or ads … then you should … of course … recognising that to do that costs money … so I would expect to pay a fee for that. But nobody really offers that.
—-
🚧 I might comeback to this in the future.
🔗 Engagement Platforms as Coherence Infrastructure

A slight restructure of this post - and so a reissue.
Today’s Surprise From History - 🖇️ Road Trip
.. and it was a good - if short one - across the high desert - North of Palm Desert - other side of Joshua Tree - and beyond.
Chris Best, CEO of Substack Wrote To Me
A security incident at Substack resulted in unauthorised access to users' email addresses and limited data, prompting an apology and assurance of improved protections. Before we get to that though - I have a couple of questions. Well one actually.
Engagement Platforms as Coherence Infrastructure
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In yesterday’s newsletter I wrote ‘coherence is the new moat’ and that you arrive at coherence through careful and repeated Structured Thought. But knowing that isn’t the same as building it. Today I want to talk about where you actually begin. Not with tools. Not with software. With thinking.

Here’s what nobody wants to hear: the moment you start to operationalise ‘coherence’, you discover how much of your understanding lives only in your head.
My friend and erstwhile colleague John Caswell - who’s been thinking about this longer than most - commented on yesterday’s post here - to paraphrase
Coherence is a practice, and requires something unexpected: analogue work before digital infrastructure. Digital makes it too easy to skip the hard part, which is thinking before execution. You cannot give AI a mental model you haven't articulated, and real articulation happens when humans slow down and make that thinking explicit.
We spent ‘The Age of Reason’ waxing lyrical over ‘productivity’ and ‘efficiency’. That’s changing now. In ‘The Age of Experience’, Systems of Record are making way for Systems of Engagement. And it all starts not with another app on top of your stack. It's a totally new way of thinking about your business. Here's what actually happens when you operationalise coherence.
Structured Thought, made operational, is the moat. Not because it’s faster. Not because it’s cheaper. But because it’s the only way to scale without losing your mind.
An engagement platform is the infrastructure that makes this possible. It’s where your operating model lives along with your decision logs and your strategic context. When you’ve done the thinking work and made your understanding explicit, the platform holds it, makes it available to your team, and lets your AI tools access your actual reasoning instead of guessing from generic training.
Your team can ask …
“why did we decide that?”
… and get a real answer grounded in your model, not a guess filtered through email chains. New employees don’t have to reverse-engineer your thinking. AI doesn’t get to amplify fragmentation. Yes, I hear you say …
"We're already giving everyone AI tools. That'll solve this."
Sorry. That's hoping coherence emerges. It won't.
Engagement platforms amplify whatever thinking you’ve put into them. If the thinking is clear and explicit, they amplify coherence. If it’s fuzzy and fragmented, they amplify fragmentation - but at scale. Everyone having AI tools doesn’t create coherence. It accelerates fragmentation.
This is why you start with Structured Thought. To make your understanding explicit.
So What Now?
If you’re serious about this, the best place to start is where you already are. You have an operating model - it lives in your head and in the decisions you’ve made. You have constraints, a thesis for why your approach works, a voice that’s distinctly yours. The work isn’t creating something new. It’s making what you already know explicit.
Start here. Three questions. Honest answers only please.
Can you articulate your operating model? The actual model - not the version you talk about. In one page? If not, it’s too fuzzy to scale.
Can you hand that model to someone new and have them make decisions that align with your intent? If not, you don’t have structure. Yet.
Can your AI tools access that logic? Not just your prompts, but your actual reasoning? If not, AI will amplify your fragmentation.
If the answer to all three is ‘no’ - you are in ‘good’ company but it is also why those same good companies fragment as they grow.
And that right there is the opportunity. The ones that win aren’t the fastest or the biggest. They’re the ones who stop and get this right first.
Structured Thought isn’t a methodology. It’s the work of making your mind legible - to your team, your systems and most importantly yourself.
Everything else follows.

If you reached this far and want to talk more - I certainly do.
Let’s set up some time to explore how Structured Thought can be used to help your business transition into the ‘Age of Experience’. Let’s book some time.
More context? Some links for you1
John Philpin: The Age of Reason and The Age of Experience
Paolo Valdemarin: 🔗 AI as a communication tool
Ben Thompson: 🔗 Microsoft and Software Survival
Joan Westenberg : 🔗 The Coherence Premium
Om Malik : 🔗 The Announcement Economy
Chris Lockhead: 🔗 The Value of Your Value (LinkedIN)
Geoffrey Moore : 🔗 When will Agentic AI Cross The Chasm (LinkedIN)
Thanks to AI, the cost of code has definitely reduced recently. By a lot.
But people don’t buy code. They buy solutions. Code is never the solution.
🔗 Our Crazy Unhinged Now ~ On my Om
Sixteen billion smackeroos is a gigantic amount of money. If you were to stack that much money in $100 bills vertically, you would be well past the cruising altitude of commercial airplanes. Roughly 11 miles.
and yet
Waymo was the secondary story of the day.
🔗 Trumpland Ramps Up Attacks On Netflix Warner Brothers Merger To Help Larry Ellison | Techdirt
After Warner Brothers balked at Larry’s competing bid and a hostile takeover attempt, Larry tried to sue Warner Brothers. With that not going anywhere, Larry and MAGA have since joined forces to try and attack the Netflix merger across right wing media, falsely claiming that “woke” Netflix is attempting a “cultural takeover” that must be stopped for the good of humanity.
Pace Layers - Redux
Climbing the ‘pace layers’ leads to fewer and more specialized sources of information.
🔗 Jeff Bezos Is Destroying What’s Left Of The Washington Post To Please Our Dim, Unpopular Autocrats
I still don’t get why he just doesn’t close it?
🔗 News Sites Are Bringing Comments Sections Back as a Paid Feature
… an idea lifted directly from Substack?
Coherence Is The New Moat
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And then it happened
Ooh, and then it happened
Ooh, and then it happened
Ooh, and then it happened💬 Holland Dozier and Holland (‘H-D-H’ to their friends.)
If you have been following along (and if not - why not?) since the early days of People First, my work in Structured Thought and more recently, the consolidation into PHI⑊PIN then this is for you.
If you haven’t - it is - maybe even more so - still - for you.
Finally. It happened. Sometimes you think that you might just be ‘🔗🎵 blowing in the wind’ - until one day it changes and you think ‘maybe not’.
Today is one such day - because whilst spinning through this morning’s ‘thought review’ - 6 articles caught my eye1 that all connected. With each other, with me and with Structured Thought.
Six Voices. One Message.
Paolo Valdemarin | Laid out the job of what I call an ‘Engagement Platform’ by externalising your operating model so AI can translate between contexts while maintaining a single understanding.
Ben Thompson | Microsoft chose ‘coherence over scale’ by prioritising its own product suite. Why? Because maintaining a coherent vision across a portfolio matters more than maximising any single dimension.
Joan Westenberg | Solo operators using Structured Thought beat out large organisations because coherence compounds while incoherence fragments.
Christopher Lochhead | Execution is automated, knowledge is commoditised and real value has moved ‘upstream’ to problem framing. Which is exactly the point of ‘avoiding solving the wrong problem really well’ as my friend John Caswell has it and indeed, provides a ‘why’ of Structured Thought.
Geoffrey Moore | Agentic AI needs to be deployed atop proven, reliable structures with guardrails built in, not improvised on the fly.
Om Malik | The ‘announcement economy’ is a world of velocity and noise. Coherence matters precisely because everything else is optimised for attention rather than truth. I called it the ‘noise economy’ when I wrote about this last September in a piece called ‘Sound of Silence’.
The Convergence
You might think that these are isolated observations. They are not. Nor are they unique (other than they all appeared in my feed this morning). Bottom line - they are all describing the same shift. A shift that is unspoken - but at the heart of Structured Thought.
Competitive advantage is no longer scale, speed, or even access to AI. It’s coherence - the degree to which every decision, every output, every interaction derives from the same underlying model of reality.
In large organisations, this is nearly impossible. Different departments operate from different mental models and information fragments at every handoff. AI amplifies the disagreement rather than resolving it. But a small team with explicit structure working with a clear operating model, documented constraints, decision rationale, voice guidelines can scale without fragmenting and AI becomes a tool for executing within that coherence, not a way to hope disparate teams accidentally align. This is what structured thought actually means in practice: externalising your logic so thoroughly that it can guide people, process and systems.
Paolo Valdemarin: 🔗 AI as a communication tool
Ben Thompson: 🔗 Microsoft and Software Survival
Joan Westenberg : 🔗 The Coherence Premium
Om Malik : 🔗 The Announcement Economy
Chris Lockhead: 🔗 The Value of Your Value (LinkedIN)
Geoffrey Moore : 🔗 When will Agentic AI Cross The Chasm (LinkedIN)
Today’s Surprise From History - 🖇️ 10 years ago I was trying to celebrate independent thinking.
Still trying ☹️
Value - itâs all about the promise. In more ways than one.
💬





