FoundingThe Operational Excellence Tools Series | #67: Rethink Where You Make It.
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PaidOperational Excellence (OPEX) Insight – Thursday - August 27, 2026: Speed Is a Density Game.
Twenty packages, same driver, same distance: delivery cost differs many times over depending on how tightly the stops cluster. Speed comes from density.
PaidOperational Excellence (OPEX) Insight – Tuesday - August 25, 2026: You Can't Rush a Cow.
The US allows 300,000 tons of tariff-free ground beef imports for 90 days, sold about 25% below market. Why supply tied to biology cannot be sped up by policy.
FoundingThe Operational Excellence Tools Series | #66: 417 Store Closures In One Week: Retail Is Redrawing Its Map.
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PaidOperational Excellence (OPEX) Insight – Thursday - August 20, 2026: To Go Faster, Prove You're Stable.
Boeing is pushing the 737 line toward 47 aircraft per month only after clearing a review. Permission to speed up comes from proven stability, not just demand.
PaidOperational Excellence (OPEX) Insight – Thursday - July 09, 2026: One Bottleneck, One Winner: AI Locks Up 70% of Global Memory.
AI data centers will absorb about 70% of high-end memory output this year, while three suppliers control over 95% of DRAM. How one bottleneck decides who wins.
![[Reminder] [Loyal Fan Webinar - July 2026] Elite Performance in the AI Era: Energy, Focus & Execution](https://substackcdn.com/image/fetch/$s_!7lly!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1da013ed-2ea2-41f9-ab15-5d413ba7b6f7_1755x1755.png)
Founding[Reminder] [Loyal Fan Webinar - July 2026] Elite Performance in the AI Era: Energy, Focus & Execution
The future will not belong to the people with the most information. It will belong to the people with the clarity, energy, focus, and execution power to operate consistently in a distracted world.
PaidOperational Excellence (OPEX) Insight – Tuesday - July 07, 2026: From Sea to Shelf: CMA CGM Buys FedEx Supply Chain for $1.4B.
CMA CGM will acquire FedEx Supply Chain for $1.4 billion and merge it into CEVA Logistics, nearly tripling CEVA's North American contract logistics. What it means for operations.
FoundingThe Operational Excellence Tools Series | #59: Volkswagen to Close 4 Plants, Cut 100,000 Jobs. Its Biggest Restructuring in 89 Years.
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PaidOperational Excellence (OPEX) Insight – Thursday - July 02, 2026: Ford's 11.2 Million-Car Recall: Every Defect Is Cheaper to Catch on the Line.
Ford brought FMEA to civilian car design, yet now tops the recall lists. Why catching defects early on the line costs far less than fixing them in the field.
PaidOperational Excellence (OPEX) Insight – Tuesday - June 30, 2026: Micron Ran the Perfect Operation. The Stock Still Fell.
Micron's fiscal Q3 2026 revenue more than quadrupled with an 84.9% gross margin, yet the stock still fell. What the market was really pricing.
FoundingThe Operational Excellence Tools Series | #58: Pilots Are Over, AI Moves Into Daily Operations.
Welcome to the unique weekend article for the Loyal Fan subscribers-only edition.