The rooms, the dialogue, and the hours in between.
Strategy is a social craft. This is the editorial record — convenings, conversations, and the unhurried hours that make the work possible.
Boardroom decisions
shape society.
At Yale School of Management, I explored how global enterprises balance profit mandates with stakeholder accountability — presenting a capstone on multinational governance to peers from thirty nations, in the same halls where the next generation of institutional leaders is formed.
With Steve Forbes,
on the AI transformation.
A working conversation with the Editor-in-Chief of Forbes Media at FreedomFest — on where enterprise AI creates durable operating leverage, and where it merely accelerates old assumptions. The through-line: capital allocation is being rewritten by machines that reason about industrial reality.
Field note“The companies that win the next decade won’t be the ones with the biggest models — they’ll be the ones whose operators trust the output enough to bet capital on it.”
Vik Guttikonda · following the exchange with Steve Forbes
With Renato Moicano,
on discipline under pressure.
A moment with UFC lightweight contender Renato Moicano — a reminder that the operating principles behind championship performance and enterprise transformation rhyme: preparation, composure, and the willingness to execute when the room gets loud.
Field note“Championship performance and enterprise transformation share the same core: prepare relentlessly, stay composed, and execute when it counts.”
Vik Guttikonda
With John Mackey,
on values at scale.
A conversation with John Mackey, founder of Whole Foods Market, on the long arc of purpose-driven enterprise — how stakeholder capitalism survives the quarterly squeeze and why mission is the only durable moat.
Field note“The best companies don’t choose between profit and purpose. They compound both by making the values operational.”
Vik Guttikonda
Sunday at Greenwich Polo Club.
A few hours off the deck — chukkers in the afternoon, conversations between them. The best client relationships, like the best ponies, are unhurried and well-bred.
"The work of strategy isn't louder slides. It's the trust you've already built before the meeting."
— VKG, Greenwich, Sunday afternoon
Most of this began as a conversation.
If something here resonates, the fastest path forward is a short note and a coffee chat.