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Archive

Dive into a collection of past posts and rediscover timeless content.

Exposure Is Not Displacement

Exposure Is Not Displacement

AI can do 80-90% of an associate's job. That doesn't mean 80-90% of associates are getting replaced. The gap between capability and execution is where the real story lives.

Mar 16, 2026

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15 min read

The Model Doesn't Matter

The Model Doesn't Matter

GPT 5.4 is impressive. So is Claude. So is Gemini. None of that is where the edge lies.

Mar 9, 2026

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13 min read

How Agents Actually Work

How Agents Actually Work

The conversation has shifted from what AI agents will do to what they need to do it. A new vocabulary is emerging. Here's what it means for your firm.

Mar 2, 2026

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16 min read

A House of Cards

A House of Cards

The SaaSpocalypse fallout deepens as risk to private credit is exposed.

Feb 23, 2026

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14 min read

The Only Metric That Matters

The Only Metric That Matters

Every factor you use to evaluate a deal is about to become secondary to one: how fast can you implement AI?

Feb 16, 2026

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15 min read

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