the reliable heuristic right now is to take whatever mba consensus says & invert it. largely cuz business frameworks are equilibrium models & we’re not in an equilibrium. strategic planning, moat building, competitive analysis, yada yada yada.. all of it assumes a stable env but even the macro elements drastically get f’ed like every few months. the entire grammar of conventional business strategy was built for a world where the rate of change was slow enough to plan around or even think…