Insights and analysis on markets and technology
AI's real value in consulting is not faster decks — it is a new kind of deliverable that can be questioned, recalculated, and grown alongside the client's business. This essay traces the path from slides to HTML reports to delivery platforms.
An investor-angle essay on how AI redistributes professional-services economics across a three-layer stack — the model-compute floor, the middleware middle, and the AI-native ceiling. Four original visualizations, data current through April 2026.
AI's real value in consulting is not faster decks — it is a new kind of deliverable that can be questioned, recalculated, and grown alongside the client's business. This essay traces the path from slides to HTML reports to delivery platforms.
An investor-angle essay on how AI redistributes professional-services economics across a three-layer stack — the model-compute floor, the middleware middle, and the AI-native ceiling. Four original visualizations, data current through April 2026.
An analysis of how AI will impact professional services firms through a consensus and non-consensus framework, exploring both mainstream views and contrarian perspectives on AI disruption.