Buy the engines. Not the narrative.
By Jon Bach — NorthLogicLab
A personal strategic compass connecting three levels:
- Macro — what moves globally on competitive advantage and AI infrastructure.
- Meso — how clusters, sectors and companies position themselves.
- Micro — what it means for personal capacity and investment decisions.
Built on Jon Bach's HD International Business thesis from CBS (2014) — Arla Foods, cluster theory and international competitiveness — updated for a world of AI capex, state industrial intervention and physical infrastructure as the new competitive parameter.
- Porter's Diamond Model
- Absorptive Capacity (PACAP/RACAP) — Zahra & George (2002)
- Hub and Spoke cluster structure
- OLI model and Foreign Direct Investment (FDI)
- Value Chain / Smile Curve
| # | Title | Status |
|---|---|---|
| 1 | Then vs Now | 🔄 Under review |
| 2 | The Diamond Reloaded | 🔄 Under review |
| 3 | The New Cooperative | 🔄 Under review |
| 4 | Hub and Spoke 2.0 | 🔄 Under review |
| 5 | PACAP vs RACAP — The Personal Equation | 🔄 Under review |
| 6 | The MasterMind Portfolio | 🔄 Under review |
Written on/off over 12 months in collaboration with Claude (Anthropic). Jon challenges, questions and contributes domain insight. Claude structures, researches and drafts.
The output belongs to neither. The thinking belongs to both.
_drafts/ — working drafts for each section
_research/ — sources and notes
critique/ — open weaknesses and unanswered questions
SESSIONS.md — ongoing decision log
Part of NorthLogicLab · theenginesbehind.com