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Research

AI Agents and the Economics of Growth

Memo

Nov 10, 2026

AI Agents and the Economics of Growth

Strategy Memo

Bradley Herman
Bradley Herman
The State of AI Agents

Letter

Nov 9, 2026

The State of AI Agents

Letter from our Partner

Hamiz Awan
Hamiz Awan
The Gold Rush Ends Before the Gold Runs Out

Oct 21, 2026

The Gold Rush Ends Before the Gold Runs Out

Market Commentary - September 2026

Richard Raizes
Hamiz Awan
Arsala Khan
Richard Raizes, +2
Trusted Intelligence

Letter

Oct 9, 2026

Trusted Intelligence

Letter from our Partner

Hamiz Awan
Hamiz Awan
Safety and Speed Can Go Together

Memo

Oct 9, 2026

Safety and Speed Can Go Together

Strategy Memo

The Convergence At The Frontier

Sep 23, 2026

The Convergence At The Frontier

Market Commentary - August 2026

Hamiz Awan
Arsala Khan
Hamiz Awan, +1
How the Fastest-Growing Companies Win Customers

Memo

Sep 15, 2026

How the Fastest-Growing Companies Win Customers

Inside the new discipline connecting customer data, AI, content, and sales.

Arsala Khan
Bradley Herman
Arsala Khan, +1
Engineering Growth

Letter

Sep 10, 2026

Engineering Growth

Letter from our Partner

Hamiz Awan
Hamiz Awan
A Phased Operating Build Across Engineering, Integrationand Commercial Scale

Case Study

Aug 27, 2026

A Phased Operating Build Across Engineering, Integrationand Commercial Scale

Three years. Five countries. Multiple business functions. A staged operating redesign where each market played a specific role.

Daniyal Awan
Bradley Herman
Daniyal Awan, +1
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Management, L.L.C., Plutus21 Capital
Management, L.L.C., and Plutus21
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