Analysis
GLP 1 : How Digital Health Converged on A Single Position Before The 2026 Patent Shock
How competitive convergence in digital health masks fragility in markets where all players optimize identically.
Markets
When Does Revenue Growth Becomes A Capital Problem?
When a Winning Move Stops Looking Like Winning A curious calm pervades the AI market—not the calm of certainty, but the calm that momentum brings. Progress is visible, capital is committed, and activity is easy to point to. Models improve on predictable intervals. New products launch with confidence. Enterprises
Insights
The Cost of Complexity
Organizations are remarkable in their capacity to grow. They add product lines, features, services, reporting layers, and committees. They optimize for every marginal improvement, believing that more options, more processes, and more tools will create more value. And yet, the very act of doing more often comes with a subtle,
Insights
Framing the Right Problem
Most discussions of innovation begin at the wrong point. They begin with solutions.
Featured
GLP 1 : How Digital Health Converged on A Single Position Before The 2026 Patent Shock
How competitive convergence in digital health masks fragility in markets where all players optimize identically.
When Does Revenue Growth Becomes A Capital Problem?
When a Winning Move Stops Looking Like Winning A curious calm pervades the AI market—not the calm of certainty, but the calm that momentum brings. Progress is visible, capital is committed, and activity is easy to point to. Models improve on predictable intervals. New products launch with confidence. Enterprises
