Posts

All the articles I've posted.

• The logic of product positioning

  Leo Traven,2 May 2026

  Why strong products start in small markets and how companies build structural advantages.

• The power of system design

  Leo Traven,25 April 2026

  Why building lean systems is a modern superpower.

• Hosting the world

  Leo Traven,15 April 2026

  Why hyperscalers will keep outperforming.

• The infrastructure of AI

  Leo Traven,13 March 2026

  How AI value creation spans from models down to data, platforms, chips, facilities, and energy.