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Deep Dives

the $10k EV wake-up call
Why BYD’s Low-Cost Disruption Is a Global Strategic Threat
Jul 16 • 
The Intelligence Council
the $6 trillion taco trade
How smart importers are profiting from predictable tariff chaos
Jun 2 • 
Adil Husain
china's backdoor auto play
How Chinese EV makers are reshaping U.S. competition from just across the border
May 27 • 
The Intelligence Council
1
the magna takedown
The giant's 7 zones of vulnerability, and how to win
May 21 • 
The Intelligence Council
the competitors who deal
Why some rivals do business, some don't, and lessons for leadership, strategy and risk
May 16 • 
Adil Husain
2
the neighborhood discount
Why India’s Pitch as a Post-China Manufacturing Hub Faces a Risk Premium
May 9 • 
Adil Husain
1
"strategic uncertainty” isn’t strategy
Game Theory Lessons for Trump’s 2025 Tariff Doctrine
May 2 • 
Adil Husain
2
lean times ahead
Whispers from American businesses
Apr 25 • 
Adil Husain
the real AI threat is a 27-year-old in manila with gpt-5
Marc Andreessen is flat wrong about job security, and many American workers should be worried
Apr 15 • 
Adil Husain
china's apr 4 retaliation, what it means for you, and what's next
Who's on the Unreliable Entities List and Export Control List and how you can avoid getting on it
Apr 8
1
how strategy gets leaked
The enterprise risk exposed by the Signal scandal
Apr 1
the nerd's playbook for tariff chaos
Ride volatility like a cowboy on Red Bull.
Mar 27 • 
Adil Husain
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