Richard Rumelt

[Richard Rumelt @RRumelt]

The Architecture of Disruption https://t.co/tLpiSGNKZj

[Richard Rumelt @RRumelt]

The Working Specification https://t.co/P6CgPtWvfv

[Richard Rumelt @RRumelt]

Lafayette https://t.co/is6AoCxc1l

[Richard Rumelt @RRumelt]

For more: https://t.co/DQVW31Rg93

[Richard Rumelt @RRumelt]

The "Amelia" phenomenon isn't just a meme. It's a clinical Capture of Institutional Authority.

By creating a "negative" icon, the UK Home Office inadvertently provided their opposition with a heroine. A thread on the collapse of narrative control.

[Richard Rumelt @RRumelt]

Once an asset like Amelia is "wild," its meaning is contestable in everything but law.

Strategies that ignore the adversary's tools won't just fail—they will arm them.

[Richard Rumelt @RRumelt]

See a deeper diagnosis of this situation at The Rumelt Perspectives: https://t.co/4TkMOpTqdp

[Richard Rumelt @RRumelt]

Elon Musk’s "honorable discharge" for the Model S and X isn't a victory lap. It’s a clinical amputation.

Tesla isn't just changing its vision; it is reacting to the physical constraints of the factory floor.

A thread on the structural logic of a retreat.

[Richard Rumelt @RRumelt]

You cannot build the future of robotics if the ghosts of your past are sitting on the assembly line.

Musk is executing a Migration—fleeing a war of attrition in consumer EVs to find a defensible position in autonomous intelligence.

[Richard Rumelt @RRumelt]

Tesla succumbed to a Trap. It relied on its Chinese Gigascale factory to fuel its valuation. But, in the process, it transferred valuable learning from its Fremont factory. Now, China has domestic rivals (BYD, Geely) with cost structures that Tesla cannot match without destroying its "tech-premium" margins.

[Richard Rumelt @RRumelt]

The Model S and X were the psychological anchors of Tesla. Today, they are ghosts.
By Q4 2025, they accounted for <3% of deliveries, falling 51% YoY. Yet, they occupy 20% of the prime Fremont factory floor.

[Richard Rumelt @RRumelt]

The Shade of Strategy https://t.co/jRgWaMbpah

[Richard Rumelt @RRumelt]

This is the direct result of Oxford and Cambridge adopting PCS (postcolonial studies) as a field in the 1960s-70s. The doctrine was established by Culture and Imperialism (1993) by Edward W. Said, as well as The Empire Writes Back: Theory and Practice in Post‑Colonial Literatures (1989) by Ashcroft, Griffiths & Tiffin. Now, this idea of national guilt for running an empire infects a large portion of Britain's middle and upper classes. It infects Canada, Australia, and New Zealand as well.

[Richard Rumelt @RRumelt]

The amazing thing is that even with powerful computers is.n their pockets, people can't do simple computations like interest payments on loans. This loan is at 10% for 7 years. Of course the total paid out over the loan is higher than the purchase price. If you don't want to pay interest, don't borrow money from someone else.

[Richard Rumelt @RRumelt]

@jamestalarico It is not about crime. The Democrat party brought in 20 million illegals so that they could get more seats in Congress (via the census) and more votes in city and state elections, and, eventually, in presidential elections.