Satya Nadella says every firm must own a compounding loop of human and token capital. He's right — and he named the test. The unsaid part is where the loop lives, and who owns it.
Context Design Co — Notes
Operator notes on substrate, operational IP, and AI as balance-sheet asset.
Why generic AI doesn't know your business — and how a substrate closes the gap. The first post under the Context Design Co byline.