- i.The 2026 OutlookWhat the Chief Executive Owes the MachineOn the new division of labor between human judgment and machine velocity — and the duties a leader cannot delegate.Essay · 9 min→
- ii.Operating NoteAgainst the Pilot. For the PlatformWhy most enterprise AI stalls at the proof of concept, and what it takes to build the platform that compounds instead.Note · 6 min→
- iii.Boardroom BriefFiduciary Duty in the Age of Autonomous AgentsWhat a board must know, ask, and document as the firm delegates consequential work to systems that act on their own.Brief · 7 min→
- iv.Capital MarketsRe-Rating the Enterprise Software MultipleIf intelligence becomes abundant, what happens to the businesses that sold its scarcity — and to the multiples the market paid for it.Memo · 5 min→