Archive - Board Memos

BoardMemo #3: Salesforce – From Scale to Discipline, and Now to AI

A 5-year transformation from hyper-growth to operational focus, and now to platform-led AI expansion—can Salesforce sustain the momentum?

Apr 2 •

March 2025

BoardMemo #2: Import Shock — How 2025 Tariffs Are Reshaping Strategic Positioning in the U.S. Auto Market

Why domestic production, supply chain localization, and import exposure now define competitive advantage

Mar 31 •

BoardMemo #1: How Microsoft Became the Backbone of Enterprise AI

The strategy, scale, and risks behind Microsoft’s position as the operating system of enterprise tech

Mar 30 •

Welcome to BoardMemos

Where strategy meets brevity.

Mar 30 •

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