Why Your Next Strategic Hire Should Be a Philosopher, Not a Prompt Engineer
In our experience assessing the commercial viability of emerging foundation models, the market has fundamentally mispriced the role of ethics.
Energy Efficiency: The New Competitive Moat in AI Scaling
We are currently watching enterprise artificial intelligence consume capital at a staggering rate.
Beyond the Hype: The Real Economics of the Emerging AI Workforce
We are witnessing a fundamental misallocation of capital within the artificial intelligence sector.
Oil at $100: Why Your AI Infrastructure Strategy Must Pivot Now
In our experience covering the intersection of global macros and technology, few events expose the fragility of Silicon Valley quite like a supply chain shock in the Middle East.
Why OpenAI’s Pentagon Pivot Signals an Enterprise Liability Crisis
In our experience evaluating the underlying currents of the technology sector, the sudden resignation of a lead hardware executive is rarely an isolated personnel matter.
The Safety Pivot: Why Your AI Strategy Can No Longer Outsource Ethics
In our experience covering the intersection of technology and capital, rare moments occur when a global consensus abruptly shatters.
The UK AI Illusion: Why Political Promises Won’t Build Your Workforce
We are currently witnessing a dangerous collision between political theatre and commercial reality within the technology sector.
The End of the Job Description: Why ROI Now Trumps Headcount
In our experience evaluating early-stage enterprise software and advising late-stage capital allocators, a dangerous complacency has settled into corporate boardrooms.