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Memo
+1
May 14, 2026
Strategy Memo
+2
Research Memo
Artificial Intelligence
Nov 9, 2025
The legendary F1 driver Ayrton Senna once said “You cannot overtake fifteen cars when it’s sunny weather, but you can when it is raining.”
Sep 30, 2025
Introduction
Private Equity
May 19, 2025
Executive Summary
Consulting
May 2, 2025
Execution, incentives, and AI are reshaping how value gets built
Jan 19, 2025
Most AI organizations cannot be foundations focused on improving the world.
Other
Nov 20, 2024
What is greatness?
Oct 20, 2024
In our first post, Data As The Moat, we discussed how proprietary data gives companies a competitive edge in the age of intelligent technologies.
