Chip War
The most coherent account of how semiconductor supply chains became a geopolitical contest. The export control section is worth the book on its own.
Reading
Books and resources that shaped the thinking
Geopolitics
2 titlesThe World for Sale
How commodity traders shaped global trade flows for decades while staying almost entirely invisible. Makes the Hormuz problem feel less abstract.
Supply Chain & Operations
2 titlesThe Goal
The best practical introduction to operations thinking through the Theory of Constraints. Still accurate. The novel format is annoying at first and then you stop noticing it.
Principles of Product Development Flow
Dense. The sections on queue management and economic prioritization changed how I think about process design. Worth rereading periodically.
Business
2 titlesHigh Output Management
Dense, practical, and has not aged badly. Grove writes like someone who has actually run something large and difficult, which is rarer than it should be.
The Innovator’s Dilemma
Worth reading once and then periodically arguing with. The framework is right more often than the specific examples hold up.