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The Model Is the Project: What We Learned Building an AI-Native Financial Due Diligence
Notes from buy-side work: what worked, what didn't, and what we would try next.
August 2026Read post
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Insights and analysis on markets and technology
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Trend Watch
What Comes After the Slide Deck?
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.
May 2026Read post
Trend Watch
The Margin Sandwich: AI-Driven Restructuring of the Professional Services Value Chain
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.
April 2026Read post
All Blog Posts
Trend Watch
The Model Is the Project: What We Learned Building an AI-Native Financial Due Diligence
Notes from buy-side work: what worked, what didn't, and what we would try next.
August 2026Read post
Trend Watch
What Comes After the Slide Deck?
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.
May 2026Read post
Trend Watch
The Margin Sandwich: AI-Driven Restructuring of the Professional Services Value Chain
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.
April 2026Read post
Trend Watch
Consensus and Non-consensus Framework: AI Will Reshape the PSF Economic Model
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.
October 2025Read post