Transition Memos
Rehabilitation’s Missing Capacity
Musculoskeletal rehabilitation has always been limited by clinician attention. Ambient sensing and AI may not simply digitize it. They may separate recovery from the appointment.
Transition Memos
The Supply Chain Hidden in Retired Turbines
Wind power’s rare-earth problem is usually treated as a procurement issue. The more interesting question is whether the industry can turn its installed fleet into a future source of qualified material.
Transition Memos
Inside the Greenhouse
Greenhouse tomato production has become extraordinarily sophisticated, but its output still depends on adaptive human labor. Imitation learning may change not only how tomatoes are harvested, but how growers obtain, deploy, and pay for productive capability.
Transition Memos
Battery-as-a-Service and the New Infrastructure Race
Battery-as-a-Service is often described as a way to make electric mobility more affordable. Its larger consequence may be to move the control point from the fuel pump to the swap network.
Transition Memos
The Market That Cannot Correct Itself
Greece has more pharmacies than its economics can support. The reason is not excessive competition. It is a regulatory architecture that removed the mechanisms through which competition normally corrects excess.
Transition Memos
When Everyone Has the Same Data
Car insurers invested in telematics to extend their information advantage. Instead, they may have helped turn it into an industry-wide cost of staying in the game.